Not-for-profit organisations

Bespoke investment advice to achieve social outcomes.

Not-for-Profit organisations face a unique and rapidly evolving operating environment.

Trustees in this area are often volunteering their service and expertise while also assuming a level of personal exposure and risk.

Entrust understands these challenges and firmly believes that all investment decisions should respect a clearly defined written mandate in the form of a professionally prepared Investment Policy Statement (“IPS”). The IPS clearly identifies (but is not limited to):

Entrust can work as your portfolio manager making the day-to-day investment decisions or take a consultative role providing advice, analysis, reporting, accountability and supervision over the investments of your organisation or the underlying fund managers behind the investment decisions.

We’re able to manage bespoke portfolios which account for a range of different restrictions and areas of focus. We can access investment opportunities not widely available to the broader market and take advantage of your status as a Professional Investor.

Entrust offers regular attendance at board meetings (as required but recommend quarterly) to report on your investment strategy. This includes, but not limited to;

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Strategic Financial Advice

A considered, smart and completely integrated approach to your financial affairs including wealth protection, insurance, SMSFs and estate planning.

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Portfolio Management

Shares, securities, managed funds, property, term deposits.
We’ll make sense of it all for you and we’ll help you work out what’s right for you.

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Portfolio Administration

Get control of your portfolio.
We’ll show you how to streamline the reporting, administration and banking aspects of your investments.

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