Entrust has partnered with the Not-for-Profit sector for well over a decade and are experienced in designing investment policy and governance to support the boards vision.
We understand that each Not-for-Profit organisation is unique. The custodians overseeing the interests of clients in need all face the challenge of an increasingly complex operating environment.
As a committed advisory partner for Not-for-Profit organisations in Western Australia we understand these challenges. The trustees of Not-for-Profit organisations often bring a wide variety of skills and expertise to the boardroom table. However, in order to execute on the organisation’s strategic intent, they are increasingly charged with identifying and engaging specialised and experienced partners.
The Entrust team benefit from engaging with a deep pool of experienced investment professionals combining their knowledge through a centralised investment committee. The committee is led by Chairperson Phil Rees and backed by strong analytical support.
Our clients include schools, religious organisations, charitable bodies and sporting associations; typically with between $1 million and $100 million of investable assets. They place great value on our local presence and service commitment. Whilst we seek to maximise returns we have a strong emphasis on managing downside risk. This together with our assistance in investment governance and oversight, seeks to reduce the professional, personal and compliance risk to the trustees.
A considered, smart and completely integrated approach to your financial affairs including wealth protection, insurance, SMSFs and estate planning.
Shares, securities, managed funds, property, term deposits.
We’ll make sense of it all for you and we’ll help you work out what’s right for you.
Take control of your portfolio.
We’ll show you how to streamline the reporting, administration and banking aspects of your investments.
