Sunday, May 19

Strategic Financial Management for Nonprofits – Fragasso’s Customized Approach

Pittsburgh, PA – Fragasso Financial Advisors, a premier investment management and financial planning firm, is proud to announce its continued commitment to providing specialized strategic financial management services tailored specifically for nonprofit organizations. Recognizing the unique challenges and responsibilities faced by the nonprofit sector, Fragasso offers a focused, fiduciary approach designed to enhance financial sustainability and mission fulfillment.

Nonprofit organizations operate under complex financial conditions that require not only careful management of funds but also a strategic approach that aligns with their long-term goals. Fragasso Financial Advisors understands that each nonprofit has distinct objectives and constraints, which is why their service model is built around customization and flexibility.

“Our team is dedicated to serving the nonprofit community, providing the expertise and personalized attention that these organizations need to thrive,” said T.J. Drost, Institutional Assets Manager at Fragasso Financial Advisors. “We believe in building partnerships that are rooted in trust and transparency, ensuring that our clients can focus on their important work with peace of mind about their organization’s financial stability.”

Fragasso’s nonprofit clients benefit from a comprehensive suite of services, including focused investment management tailored to the specific needs of each organization. These services are underscored by a commitment to fiduciary responsibility, where Fragasso’s nonprofit financial advisors act solely in the best interests of their clients.

Key aspects of Fragasso’s nonprofit services include:

  • Development of Investment Policy Statements: These critical documents outline the investment goals and strategies that are tailored to each nonprofit’s specific needs, providing a clear framework for decision-making.
  • Strategic Asset Allocation: By aligning investment strategies with the organization’s financial goals, Fragasso helps nonprofits manage their resources more effectively.
  • Ongoing Monitoring and Rebalancing: Regular reviews ensure that investment strategies continue to meet the evolving needs of the organization and respond to changes in the financial markets.
  • Education and Support for Boards and Trustees: Fragasso provides ongoing education and strategic advice to help board members make informed decisions that align with both regulatory requirements and the organization’s mission.

The impact of Fragasso’s tailored approach can be profound. By focusing on creating harmony between an organization’s priorities and its investment funds, Fragasso helps ensure that nonprofits can maintain and grow their financial resources over the long term. This approach not only supports day-to-day operations but also fortifies the organization’s ability to serve its community effectively.

“Fragasso Financial Advisors is not just a service provider, but a partner to the nonprofit organizations we serve,” said Daniel Dingus, Executive Director of Portfolio Management at Fragasso. “Our goal is to empower these organizations through strategic financial management that respects their unique challenges and supports their vital missions.”

For nonprofits looking to enhance their financial strategies or to learn more about Fragasso’s services, the firm offers complimentary consultations. These sessions provide an opportunity for nonprofit leaders to discuss their financial concerns and explore potential solutions without commitment. Here is a link to their Financial Advisors contact form.

Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.

About Fragasso Financial Advisors, Inc.

Fragasso Financial Advisors, Inc. operates as an independent, primarily fee-based, employee-owned financial advisory establishment. Since its inception in 1972, the firm has been providing personalized financial planning and investment management services to individuals, non-profit organizations, and businesses. With a focus on long-term relationships and a commitment to providing the highest level of service, Fragasso Financial Advisors is a fiduciary, acting in their clients’ best interests with every decision.

Media Contact

Name
Fragasso Financial Advisors
Contact name
Marsha Posset
Contact phone
412-227-3206
Contact address
3402 Washington Road, Suite 301
City
McMurray
State
PA
Zip
15317
Country
United States
Url
https://www.fragassoadvisors.com/

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