A true understanding of the not-for-profit world Private Wealth Management

The Spinner Group Harlan B. Spinner, Wendy A. Spinner, Nathan Benjamin Hass, Kelly Chavira, Bradley Sochowski

The Spinner Group


phone

310-734-3880



phone

855-208-7969





address

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.

Listening to your needs

Our initial conversations will help us understand, define and review your priorities. We’ll discuss your risk tolerance, time horizon for achieving objectives, liquidity needs and cash flow expectations, and preferences for sustainable investing.

Identifying the right solution

We will conduct asset allocation modeling and analysis, assess spending impact, optimal portfolio structures and set long-term allocation targets as well as tactical allocation ranges.

Tailoring your strategy

After thorough analysis, we’ll provide you with a recommended strategy tailored to your organization’s needs and objectives. We will develop and revise your Investment Policy Statement to reflect your long-term strategic approach and other key elements.

Putting your portfolio in place

We draw from our considerable experience as well as the experience of UBS specialists to identify the best and most appropriate investment solutions that are designed to help you meet your goals.

Our open architecture platform supports our recommendations for best-in-class active and passive strategies, including ETF’s, mutual funds and separate accounts as well as alternative strategies. We will also include any evaluation of your current investments.

Ongoing monitoring, communication and reporting

We monitor your portfolio’s performance so we can make adjustments when market conditions, objectives and priorities change. In addition to providing detailed performance reporting based on your preferences, we share qualitative market and manager insights that inform our investment decisions.



Insights


Building an investment plan

Building an investment plan

Creating a lasting and positive impact

Creating a lasting and positive impact