CLIENT PORTAL

Creating Win-Win Opportunities
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Atomi Financial Group has a deep passion for working with Non-Profits. From managing endowments to donor development, Atomi serves as a valuable bridge between charitable-minded individuals and well-deserving charities. Atomi’s Non-Profit solutions include:

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Endowment Management
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Atomi provides non-profits with an array of endowment management services, including:

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  • Portfolio Management

  • Investment Policy Statement creation and compliance

 

Certain administrative services, such as: acceptance of illiquid gifts, cost-effective liquidation, consolidated monthly reporting, customized performance measurement reporting, and periodic market updates with corresponding asset allocation recommendation

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