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Our Nonprofit Services

Through our knowledge and experience, and the scope and scale of our in-depth resources, we are well- positioned to empower your organization as you navigate toward your vision of success.

We are committed to helping clients who have responsibility for large pools of assets, such as foundations, endowments, or other charitable organizations.

At Royal Wealth Management we provide assistance to your organization in the following areas:

  • Defining Investment Policy Objectives
  • Writing Investment Policy Statement
  • Determining Payout Policies
  • Investment management
  • Asset Allocation
  • Selecting Managers
  • Risk Management
  • Manage Costs