Hiring and Evaluating an Investment Advisor

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Selecting an investment advisor is a crucial fiduciary responsibility for Board Members. But often, the number of choices and the complexity of the RFP process can become overwhelming. As a result, there are differences in how not-for-profits hire and evaluate their investment advisor choices.

In this presentation, Quanda Allen, director of practice development within the Foundations and Endowments Specialty Practice at SunTrust Bank and Mike Hill, SunTrust Managing Director and Head of Investment Consulting Services, cover the importance of the degree of discretion not-for-profits give their providers, how to select an investment advisor, and how to assess performance.  

Get more information about SunTrust  Foundations and Endowments specialty  practice, call 866.223.1499 or contact your Client Manager. Learn more about the SunTrust Foundations and Endowments specialty practice.

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