Our Approach to Charities & Trustees
Thomas Miller Investment offers a level of service typically unavailable to many in the charitable sector. Unlike other investment managers, we do not believe in a one-size-fits-all scheme. We work closely with our charity clients to achieve a common understanding of their aims, aspirations and objectives before formulating an investment policy. This is a collaborative exercise and results in an investment framework or investment policy that describes in detail the investment objective, specific ethical constraints, assets to be used in the management of the funds, minimum and maximum allocations to each asset class and a benchmark portfolio against which the actual return may be compared.
When working with any charity, we believe that the fundamental purpose of any investment policy should be to further the goals of that charity. Whether this means preserving the charity’s capital reserves, providing a steady flow of income to fund activities, or aiming for long term growth, our team is here to help.
By offering these services, our aim is to ensure that each of our charity based clients is given the personal attention they deserve in order that trustees can be confident that their investment objectives adequately align with their charity’s objectives.
Contact us to find out how Thomas Miller Investment can bring a tailored investment approach to your charity.
