Articles

Unlocking Endowment Performance: A Modern Strategy for Today’s Markets

Managing institutional capital has always required a delicate balance. Nonprofits and higher‑education endowments must fund today’s operations while also protecting the purchasing…

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Tarryn Rozen

Tarryn Larson Rozen to Speak at National Compliance Conference

Tarryn Larson Rozen from Armbruster Capital Management will speak at the 2026 IAA Compliance Conference on ethics and compliance standards….

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Beyond the Blueprint: Why Nonprofits Need an Investment Philosophy Statement

Many nonprofits lose millions annually due to systemic investment underperformance, often rooted in vague or outdated Investment Policy Statements. This article explores how adopting a clear, long-term investment philosophy can improve consistency, resilience, and alignment with mission-driven goals….

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