Not-For-Profit Services

Midwest Capital Advisors works with boards and investment committees of various foundations and other charitable entities to create, implement and manage investment plans that best meet the objectives and goals of the ultimate beneficiaries. Over the years, we have developed a deep knowledge of, and sensitivity to, the unique needs of the not-for-profit community.

Our available resources include:

Consulting and Advisory Services

  • Organizational and fund objectives definition
  • Investment policy statement establishment and review
  • Asset allocation modeling
  • Manager search and selection
  • Manager oversight and due diligence
  • Performance monitoring and reporting
  • Ongoing portfolio performance and risk modeling


Portfolio Management Services

  • Discretionary
  • Non-discretionary

 

For more information, please contact Hank Swain at hswain@midwestcap.com