Financial Advisors for Institutions & Non-Profits

ML&R Wealth Management provides a comprehensive range of investment advising and management services for institutions and non-profit organizations. Our financial advisors will work closely with you to create strategies that match your organization’s mission and help you advance your long-term goals.

Our Institution & Non-Profit Services

ML&R Wealth Management’s institution and non-profit financial advisors work closely with your board of members, executive directors, and staff to help manage your organization’s funds and investments. As part of our services for institutions and non-profits, we collaborate with you to address goals, strategies, and investment preferences including asset allocation and risk tolerance.

We can work with your executive team to clarify the roles and responsibilities of anyone involved in investments, and provide fiduciary training for your organization’s finance committee.

Services We Provide

ML&R Wealth Management’s non-profit financial advisors cover services including the following:

When looking at the value of a nonprofit organization’s investment assets, ML&R Wealth Management takes many factors into consideration. Our analysis takes a detailed approach in understanding how your organization intends to fund operations. Our nonprofit financial advisors consider inflation and expected returns, diversity of revenue sources, dependence upon investment income, and endowment distribution requirements.

The board of directors of a nonprofit has a fiduciary responsibility to protect the assets of the organization and ensure that operations and activities are best designed to further the nonprofit’s mission. ML&R Wealth Management’s nonprofit financial advisors work closely with an organization’s board of directors and executive directors to create and align an investment portfolio with the nonprofit’s mission.

ML&R Wealth Management’s nonprofit financial advisors create bond ladder investment strategies. These strategies stagger maturity dates in order to flexibly accommodate your cash flow situations.

It is very common for nonprofit organizations to receive donations of stock. Our staff of financial advisors includes Certified Public Accountants (CPAs) that act in accordance with generally accepted accounting principles. Policies ensure that once the nonprofit organization receives the stock, a contribution is recorded at the fair value of the stock on the date received.

Board members are legally responsible for managing their nonprofit’s endowed funds or other investments prudently. ML&R Wealth Management can provide training to ensure that these members meet these duties. As mandated by state and common law, we ensure members are properly informed and knowledgeable when it comes to duty of care, duty of loyalty, and duty of obedience.

Our goal is ultimately to ensure that your portfolio is managed in accordance with your organizational objectives. Whether your non-profit or institution requires investment strategy, fiduciary training, or other guidance, ML&R Wealth Management can provide customized services that meet your financial needs. Read more about our non-profit advisor services.

ML&R Wealth Management and its team of non-profit financial advisors are here to support the many institutions of Central Texas. Contact us today to see how we can help your non-profit achieve its wealth management goals. You can reach us via email at wealth@mlrpc.com or by phone at 512-275-2700 to set up a time to discuss your goals with one of our advisors.