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Our team works with nonprofit organizations to help them better utilize their portfolios in today’s unpredictable environment. These types of organizations face significant challenges – lower revenues, reduction in donations and market volatility. Portfolios need to do more than ever before.

The Mahoney Group assists nonprofit organizations through a disciplined portfolio evaluation process. We hold in-depth discussions with our clients in order to help them build out a spending policy that attempts to balance two competing goals – funding the annual operating budget and positioning assets defensively against inflation to preserve purchasing power for the future.*

Through the deep resources available at Raymond James, we are able to help clients make decisions about topics such as roles and responsibilities, asset allocation decisions, investment selection and monitoring criteria, rebalancing procedures and fee disclosure.

The Mahoney Group also has the capabilities to perform active risk-budgeting analysis, conduct investment manager searches, monitor portfolio performance, evaluate tactical investment decisions made by managers and help rebalance the portfolio back to target allocations.

*Investing involves risk including the possible loss of principal. There is no assurance that any investment strategy will be successful.