Foundation Services Group is dedicated to the enhancement of the nonprofit sector through Investment Management Consulting to Foundations and Endowments. Established in 1997, the Foundation Services Group is based in Newport Beach, California a division of TriSummit Investment Advisors, a Registered Investment Adviser.
 

Goals and Values

The blend of Financial Consulting, Certified Investment Management Analyst, Certified Investment Management Consulting, Graduate Estate Planning Consulting, and Planned Giving backgrounds, as well as the significant 501(c)(3) experience creates a unique ability to assist nonprofit organizations.

Through our Investment Management Consulting process, we offer prudent and reliable investment strategies designed to reflect the values, mission statement, and goals of your organization.

Our goal is to advise organizations in making informed decisions appropriate for achieving their financial objectives. The value added by working with the Foundation Services Group includes:

• Mission Statement and Investment Policy Development
• Investment Management Search and Review
• Charitable Estate Planning
• Planned Giving Strategy and Marketing
  
  

Specialties and Professional Services

Through the Investment Management Consulting process, Foundation Services Group specializes in investment manager searches and performance analysis. We assist clients in translating mission statements into policy statements. Charitable Estate Planning and Planned Giving presentations are provided upon client request. Our group also offers customized Socially Responsive Investment screening.

Foundation Services Group provides:

• Objective advice and consultation.
• Alignment with the "Best in Class" services for developing your mission statement, investment policy statement, and spending policy and implementation strategy
• Asset allocation strategies that focus on diversification and risk-adjusted returns.
• Training and education to ensure adherence to fiduciary responsibility to the organization.
• Continuous due diligence and research on investment managers that are hired.
• Access to ongoing performance reporting and investment manager evaluation through LPL Financial Research Department.
• Semiannual and/or Quarterly review meetings with board members and trustees.

Why Use Consultants?

Why Utilize an Investment Management Consulting Services?

Foundation Services Group provides:

• Objective advice and consultation.
• Alignment with the "Best in Class" services for developing your mission statement, investment policy statement, and spending policy and implementation strategy
• Asset allocation strategies that focus on diversification and risk-adjusted returns.
• Training and education to ensure adherence to fiduciary responsibility to the organization.
• Continuous due diligence and research on investment managers that are hired.
• Access to ongoing performance reporting and investment manager evaluation through LPL Financial Research Department.
• Semiannual and/or Quarterly review meetings with board members and trustees.

Charitable Estate Planning

Informative presentations to prospective donors are included in our relationship with your organization. Individualized or group seminar setting may be scheduled quarterly as part of an ongoing effort or scheduled as needed. Our goal is to bridge the gap between donor consideration and fulfillment of donor legacy.

Wealth Management and Estate Planning

Individual donors can seek customized investment recommendations to further define their investment goals. Our experienced staff of qualified professionals will provide complete retirement and planning advice.