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Navigating the Waters of Managing Your Nonprofit Investment Accounts

By David Twibell, President of Private Wealth Management at Colorado Capital Bank, and CRC Supporter

Are you and your investment management committee tasked with:
 
- The development of cash flow plans,
- Investment policy statements,
- Gift acceptance policies and
- Planned-giving strategies?

Colorado Capital Bank can help!  In today's economic environment, we understand that nonprofit organizations need resources to be able to manage their investments prudently and efficiently. The Private Wealth Management Group at Colorado Capital Bank has a thorough knowledge of the unique financial needs of nonprofit entities and can provide investment advisor services so that your organization can concentrate on serving the needs of clients and achieving your mission.
 
Fiduciary Due Diligence: Members of our team have completed specialized training in investment fiduciary practices, and comply with stringent continuing education requirements to keep abreast of changes in industry standards. We can help your board meet its fiduciary obligations. The implementation of prudent investment practices not only benefits your organization, but also reduces board member liability.
 
Portfolio Management: Our nationally-recognized investment team has significant experience designing and managing diversified investment portfolios for nonprofits and private foundations. Our investment approach is founded on two general principals: customization and risk management. When combined, these two principals allow us to design diversified investment portfolios that fit each clients specific needs, goals and risk preferences.
 
Expertise: We work with a broad range of private foundations, nonprofits and not-for-profit entities throughout the State of Colorado. We have been quoted in The Wall Street Journal and The Journal of Financial Planning, and have written articles for national publications like Financial Planning, Accounting Today and Financial Advisor.
 
Independence: We are an independent investment group and have access to a full spectrum of investment vehicles for our clients, including securities, mutual funds, exchange-traded funds, closed-end funds, currencies, venture capital, private real estate and energy-related investments. Because we do not accept commissions, we have the freedom and flexibility to choose investments based solely on whether they are appropriate to achieve your organization's unique investment goals.
 
To learn how the Private Wealth Management Group at Colorado Capital Bank can assist your nonprofit, please contact: David Twibell, President of Private Wealth Management at 303.814.5544 or dtwibell@coloradocapitalbank.com. 
 
Colorado Capital Bank currently serves over 130 nonprofit clients and has eight locations to serve your needs: Boulder, Castle Pines, Cherry Creek, Colorado Springs, Denver Tech Center, Eagle Ranch, Edwards and Parker. Please visit us at www.coloradocapitalbank.com for more information.

Securities & Insurance: Not a Deposit Not FDIC Insured Not Insured by any Federal Government Agency Not Guaranteed by the Bank May go down in value

Securities & Insurance: Not a Deposit | Not FDIC Insured | Not Insured by any Federal Government Agency | Not Guaranteed by the Bank | May go down in value