+1 289 514 1723  info@brunswickfunds.org

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our services
CHARITY AND ENDOWMENT INVESTMENT
Our investment management service is designed for charities that hold substantial securities assets. Both directly and through our third-party consultants, Brunswick Funds offers:
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  • Tailored strategies to draw value out of portfolios
  • Direct strategies or best-of-breed advisory services
  • Ongoing support and excellent service from our specialist charity team
  • Bespoke investment reports and objective valuations
  • Safe custody of investment assets and near-immediate access to our cash
While charities differ in their requirements, there are four broad stages to our advice:
  • Carrying out an in-depth review of the charity's financial position, objectives, and risk appetite as expressed in a written investment policy
  • Recommending appropriate strategic asset utilization
  • Tactical investment debt mechanisms through the business cycle
  • Ongoing monitoring and reporting

    Our services for charities provide tailored investment and liquidity solutions capable of meeting a broad range of objectives including those looking to protect against inflation, generate income, or respond to specific ethical requirements.

    Contacts

     45 Sheppard Ave E Suite

    #900 North York, Ontario M2N 5W9

     +1 289 514 1723

     info@brunswickfunds.org