Broker Check

663 S. Washington Street
Alexandria, VA 22314

LinkedIn 
 

Non-Profits

A primary focus of Krekeler Brower Wealth Advisors’ business is working with not-for-profit clients, primarily in the areas of corporate cash management, investment portfolio management, executive compensation, and retirement plans. We provide comprehensive services including assistance in preparing investment policy statements and retirement plan proposals, followed by the implementation and on-going monitoring of the policy and plans. As part of our services, we frequently interact with the committees, board members, and staff members that are responsible for oversight of finances and investments. At Krekeler Brower we understand that aligning your financial goals and your mission is essential.

  1. Investment Portfolio Management Principles
    • Objectives
      • We define objectives that support the mission
    • Payout Policy
      • We budget for outflows based on specific needs and time horizons
    • Asset Allocation
      • We conduct risk-return analysis based on objectives and payouts 
    • Risk Management
      • We manage risk by recognizing and seeking to minimize risks that threaten financial objectives
    • Investments
      • We select investments with the goal of reducing your expenses, maintaining liquidity, and potentially improving return.
    • Responsibilities
      • Construct a bulletproof investment policy that leaves no ambiguity in the correlation between your portfolio and your mission
  2. Cash Management
    • Easy to Access Funds through Bank Coordination
    • Compartmentalize Funds to Achieve Specific Goals
  3. Retirement Planning
    • Qualified Retirement Plans
      • 403b, 401k, SIMPLE IRA, etc.
    • Non-Qualified Retirement Plans
      • Direct Compensation Plans
      • Payroll Deduction Plans
    • Executive Compensation Plans
      • Supplemental Executive Retirement Plans
  4. Investment Policy 
    • Discuss Objectives
    • Develop Policy
    • Implement Guidelines