INSTITUTIONAL ASSET MANAGEMENT
At One-Up Financial, our fiduciary services extend beyond individual investors. We support businesses, foundations, endowments, charities and other nonprofit organizations, and work diligently to manage your institution's investments with a focus on achieving long-term success that aligns with your mission.
How We Work With Your Organization
We provide a variety of fiduciary investment services to institutional and nonprofit clients, including:
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Establishing an investment policy
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Selecting investments
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Diversification among various asset classes
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Monitoring and rebalancing of the investments
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Minimizing costs to the organization
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Ongoing communication and presentations to key members of the organization
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CONTACT US
ONE-UP FINANCIAL
1001 State Street
Suite 907