Asset Management for Institutions and Non-Profit Organizations

A fully developed Investment Policy Statement (IPS) is the foundation of a successful capital management relationship between your organization and The Sutton Thiessen Stiver Wealth Group.

Based in Winnipeg, we work with many of Manitoba’s institutions and non-profit organizations, we assist in the review process and/or the development of an organization’s IPS. The IPS is crucial in order to determine the investment objectives, asset mix, and time horizon of the investment strategy.

Our Portfolio Management Team designs a unique portfolio to fit the requirements of your organization based on the parameters outlined in your IPS. When developing your portfolio, the team utilizes a discretionary investment process, which may include third party investment managers previously vetted by our team and our firm.

Peripheral services for non-profit organizations are provided to facilitate the receipt of donated securities by working directly with your donors and their advisors.

Comprehensive reporting and regular reviews with your investment committee help to ensure that your organization and its financial goals are achieved.