RTD Financial works closely with boards and finance committees to develop and maintain high-impact investment plans that meet today’s needs while ensuring a stronger tomorrow.
Rooted in our financial planning heritage, our time-tested approach provides the organization’s leadership with tailored financial modeling, which connects your objectives with the right investment strategy to successfully reach them. Our team then ensures the organization remains on track through customized board and finance committee reporting as well as providing education for all key organizational stakeholders and new board members.
RTD partners with you in the development of an Investment Policy Statement and a documented compliance monitoring system. These services are coupled with a modern online dashboard to not only help shield fiduciaries from personal liability but keep them informed every step of the way.
Build the bridge to a greater impact by working with an experienced, dedicated team. With formal training in serving as a fiduciary, for fiduciaries, we specialize in working with national and international nonprofits like yours. As a trusted partner to the organization, we create a personalized experience to bring clarity and confidence of the best path forward, that balances the needs of today while ensuring the sustainability of tomorrow.