Scrutiny of investment fees, management, and oversight has never been greater. That’s why it’s so important that you—and the rest of your organization’s leadership—fulfill your fiduciary duties when it comes to the nonprofit’s investment management.

Best practices call for reviewing nonprofit investment managers every few years. If it’s been longer than that for your nonprofit—or if you’re not completely confident in your current investment process—DMKC Advisory Services can help.

Experience in nonprofit investing 

DMKC Advisory Services works with nonprofits across Iowa and throughout the U.S., as well as for-profit businesses and individual investors. Among our current nonprofit clients are organizations active in education, healthcare, religion, the environment, and the arts.

In addition to helping our nonprofit clients, several of our investment advisors have also served on nonprofit boards. We’ve been in your shoes and understand first-hand the types of challenges and opportunities faced by your organization.

Our investment management services for nonprofits include strategies for stocks and fixed-income investments. We also provide asset allocation guidance, education on investments and appropriate expectations, investment vehicle vetting and recommendations, and much more.

Benefits of working with us

Our structure and approach offer a lot of advantages to our clients. We feel our nonprofit clients appreciate our:

• Low fees. As a fiduciary, we work hard to minimize costs to our clients. In addition to our extremely competitive advisory fees, we use cost-efficient investment options—including passive investments (such as index funds), exchange-traded funds (ETFs) and other mutual funds with low expenses. Every dollar saved on fees is another dollar available for your mission!

• Straightforward investments. Your nonprofit’s leadership, donors and beneficiaries deserve to know how the organization’s funds are being invested. Our straightforward options are easy for everyone to understand.

• Unbiased, independent advice. Our experienced financial advisors serve as a neutral, outside source of professional guidance during all types of markets. This can help to maintain positive working relationships among nonprofit leaders, boards and other stakeholders.

• Continuity. The strategies we design and the relationships we develop provide continuity across board member turnover, which helps to ensure consistency in the investment strategy.

• Reporting and planning. Along with regular monthly statements and online account access, we provide reporting on performance and asset allocation to help you track investments over time. We can also help your organization analyze investment data and plan for the future.

Contact our nonprofit investment management team

To see if our services would be a good fit for your nonprofit organization, call us at 515-221-1133 or fill out the form below. We’re happy to answer your questions and provide a no-cost review of your current investment strategy.