A true understanding of the not-for-profit world Private Wealth Management
The Spinner Group
310-734-3880
855-208-7969
UBS Financial Services Inc.
2000 Avenue of the Stars
7th Floor North
Los Angeles, CA 90067
For three decades, The Spinner Group has provided insight and advice to investment committees and governing bodies of diverse not-for-profit clients—foundations, endowments, institutions and associations—to help them navigate their fiduciary challenges with greater confidence and ease.
Not only are we Private Wealth Advisors with access to the vast philanthropic resources of UBS, but Harlan is also an Institutional Consultant who manages significant institutional portfolios on a daily basis. As active board members and philanthropists ourselves, we truly understand what not-for-profit organizations need to succeed today.
Our comprehensive advice focuses on:
For all not-for-profits
- Governance, best practices
- Investment and Spending Policy development and review
- Investment strategy design
- Manager/fund due diligence, research and selection
- Asset allocation, strategic rebalancing/tactical positioning
- Ongoing consulting, monitoring and reporting
- Board education
- Administrative/banking services
For foundations
- Grant making
- Experiential giving
- Mission-based investing
- Project-related investing
- Family dynamics
For endowments
- Fundraising
- Capital campaigns
- Donor-advised funds
- Gift annuities
- Donor dynamics
- Planned giving
Our commitment to fiduciary responsibility
Fiduciary liability is a top concern for many of our clients. That’s why accountability and transparency are critical components of our fiduciary role. To that end, we can help you:
- Formalize and implement an investment policy statement
- Review the investment process and maintain appropriate documentation
- Facilitate communication and provide education
Although we offer the talent and resources of a large, global firm, our relationships and our personal attention to detail and efficiency are hallmarks of a small boutique. Earning your trust and that of your team will help us build consensus that ultimately can help us achieve your goals. But more importantly, we see ourselves as facilitators and caring advocates who believe in the power of the private sector to solve world problems.
Our disciplined process helps your organization reach its goals
Following a disciplined process, informed by our experience and the intellectual capital of UBS, its manager research capabilities and an open platform of managers and funds, we customize your unique investment programs to your specific objectives and mission.
Our perspectives
Insights