Brown Advisory

APRIL 16, 2018

The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio.

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Brown Advisory

APRIL 16, 2018

The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. When a nonprofit wants a mission-aligned investment strategy, we use the same process.

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Nonprofit Portfolio Distribution Clients 52

Good Financial Cents

JANUARY 10, 2023

It is a nonprofit corporation that provides protection to investors against theft, fraud, and other errors by their broker-dealers such as misappropriation of funds or securities. Robinhood’s membership in SIPC provides protection for customers against broker-dealer bankruptcy, with coverage of up to $500,000 in cash and securities.

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Commission Fiduciary Duty Accounting Nonprofit 52