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LTG's services for foundations and endowment encompass the following:
- Adhere to standards, laws and trust provisions
- Prepare written Investment Policy Statement
- Diversify portfolio for proper asset allocation
- Search and monitor money managers ("prudent experts")
- Control and account for all plan expenses
- Search and monitor service providers
- Avoid conflicts of interest and prohibited transactions
- Document entire process
- Define appropriate Socially Responsible Investing and/or Mission-Based Investing strategy
- Construction and review of prudent spending plans
- Alternative investment analysis
For additional information, please contact: Info@LTGCaptial.com
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