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Institutional Planning

We seek to understand your organization and help in the greatest areas of need.

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Good planning and effective policies are the result of listening to the key members of your organization.  We offer to collaborate with you to understand the focus of the organization and to ensure that the current policies effectively represent its needs. 

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Review Your Organization

Review Your Needs

  • Meet with key members of the organization to learn more about the organization’s mission and vision

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  • Pose important questions to stimulate discussion and consider best practices

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  • Identify areas for improvement

  • Annual Budget

  • Investment Objectives

  • Spending Policy

  • Asset Allocation

  • Investment Selection & Restrictions

*Alpha Omega Investment Advisor does not provide accounting, legal or insurance advice, but can make suggestions to review with your expert advisors or refer you to a specialist that does not compensate us for the referral.

**NAPFA is the National Association of Personal Financial Advisors

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