Charitable Financial Services

Your organization or foundation may need help in long term planning or investment management. Grandview Investment Advisors supports those who volunteer to make their communities better. We will consider donating time, participating in investment committees or managing charitable funds at a reduced rate.

Take advantage of our expertise, research and ability to provide custom solutions. You can focus on volunteering time or planning events, we will work on maximizing or stretching the financial resources.

As time permits, we will volunteer to facilitate an investment committee or treasury meeting. We find that we are able to give fresh perspectives to some of the long standing economic problems facing charities.

Grandview cares about community:

• Consider having Grandview facilitate an Investment Committee meeting.
• No hidden agenda.
• Maximize the value of donor contributions.