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Brad Waite

Registered Practice Associate at Ameriprise Financial
Charleston, South Carolina, 29401

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Contact Information

Company Name
Ameriprise Financial
Registered Practice Associate
Short Description
Collaborates with NonProfits and Foundations to create, implement, and maintain Investment Policy Statements.
Social Profiles
Email Address
40 Calhoun St
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.