Endowments & Foundations

At Clayton Financial Group, we believe working with local non-profit organizations is an important way to give back to our community. Our process begins with working together to establish a comprehensive Investment Policy Statement (IPS) to meet your organization’s unique goals and objectives.

From asset allocation parameters and investment guidelines to cash flow planning and liquidity needs, we understand the importance of a specific and customized plan. We collaborate with the administrators and executive board of our organizations on an ongoing basis to serve as your financial quarterback who understands what it takes to make your efforts more impactful.

Meeting your organization’s long-term mission is our key priority; at CFG, you will have a partner who guides you on the winding road to long-term financial success.