Brad Waite
Expert
Registered Practice Associate at
Ameriprise Financial
Charleston, South Carolina, 29401
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Contact Information
Company Name
Ameriprise Financial
Position
Registered Practice Associate
Short Description
Collaborates with NonProfits and Foundations to create, implement, and maintain Investment Policy Statements.
Social Profiles
Email Address
brad.waite@ampf.com
Location
40 Calhoun St
Suite 550
Charleston, South Carolina, 29401
United States
Suite 550
Charleston, South Carolina, 29401
United States
About Me and My Work
What kinds of projects, tasks, or challenges do you typically partner with nonprofits on?
Investment Policy Statement (IPS) development, management, and revisions. We provide third party Request for Proposals (RFPs) for strategic investment services. We also work with NonProfits to assure sustainability thus encouraging the respective mission statements of each charitable cause remains successful.
Why would someone choose to work with you?
NonProfits looking to develop a new Investment Policy Statement (IPS) or review an existing IPS. NonProfit association guidelines suggests NonProfits send out Request for Proposals (RFPs) every 3-5 years, and we can provide RFPs at no charge, thus the board members meet their fiduciary responsibility.
Key words and additional details
Investment Policy Statement, Request for Proposal, Sustainability, Assets, Stocks, Bonds, Cash Flow, CDs, Treasury Bills, Investment Manager, Fiduciary, Interest Rate, Investment Performance.
