Investment Portfolio Health Check:Are your assets are in good shape?

If you already have a portfolio and wealth manager for your charity, then think of us as your second pair of eyes.

Hopefully your investments are perfectly aligned to what you want to achieve; we want that too. However, we’re here to give you a neutral external view, just to be sure.

You won’t get ‘off-the-shelf’ with us

Our fresh pair of eyes are handy here. That’s because we don’t do off-the-shelf packages. Or plonk your charity’s unrestricted reserves into one of five asset management buckets based on your answers to a series of questions.

Use us to tease out the unique requirements you have for your charity. Chat through anything that’s been playing on your mind like:

  • Are we paying too much?
  • Are we taking too much risk?
  • Does our portfolio support our mission?

That’s a process in itself – deeply ‘getting’ your objectives. And, once we fully understand them, we won’t bend them to fit around us. You’ll get fair, unbiased, feedback.

Your Investment Portfolio Health Check

Our standard fee for this report is £995 (ex VAT). But, if you complete a second project with us to address any concerns that may arise we will refund this fully.

For a limited time only, the next 25 clients to enquire, will receive their portfolio health check free of charge and ready to present to the board.

Just complete our short enquiry form start the process.

Read moreFind out more about our people and our company

Go to the Cartwright enquiry formComplete our short enquiry form and one our team will be in touch to discuss your specific requirement

Cartwright Charitable Trusts Latest News: Investors are often described as being either ‘institutional’ or ‘retail’, we look at the key differences for charities >>

How can we help you?

Charitable Trusts Assets Health Check

Portfolio Health Check: Find out if your charity's assets are in good shape for the future

Unrestricted Assets Strategy and Implementation

Unrestricted Assets Strategy: Support and guidance to help you identify the right strategy for your charity?

How to align your assets with your charity's ESG principals

Mission Aligned Investment: How to align your assets with your charity's mission and ESG principals

Secretarial and governance support for your trust

Secretarial and Governance: Support for your trust to ensure all aspects of your charity are working together effectively

At a time of increased uncertainty, Cartwright offered an approach that understood the issues we face and the challenges of the future. Cartwright has been our partner on this journey from the start offering a solution that will help us face the future with a great deal of increased confidence. I would wholeheartedly recommend them for anyone thinking about investments in the charity sector.

Recent feedback from Chief Executive Officer

Find out what else people are saying about Cartwright >

Find out what else people are saying about Cartwright

Would you like to talk to us?

Just call us on 01252 894 883 or use the enquiry form below.

One of our team will be happy to listen and advise on your next step to a secure future.

 

Claim your free health check

Please start by sending us your contact details and a brief summary of your charity or, if you prefer, call 01252 894883 to discuss your specific requirements with a member of our team.

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Investor in Customers United Nations Paris Agreement Carbon Neutral Commitment UN Principals for Responsible Investing