Remove Fiduciary Duty Remove Nonprofit Remove Planning
article thumbnail

Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

What was the career plan? 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. We have a fiduciary duty to them.

article thumbnail

The Other 95%

Brown Advisory

The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Other 95%

Brown Advisory

The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. Developing Sustainable Investment Plans Standard Process, Added Layers of Thought.

article thumbnail

Is Robinhood Safe?

Good Financial Cents

It is a nonprofit corporation that provides protection to investors against theft, fraud, and other errors by their broker-dealers such as misappropriation of funds or securities. Robinhood’s membership in SIPC provides protection for customers against broker-dealer bankruptcy, with coverage of up to $500,000 in cash and securities.