INSTITUTIONAL ASSET MANAGEMENT

At One-Up Financial, our fiduciary services extend beyond individual investors. We support businesses, foundations, endowments, charities and other nonprofit organizations, and work diligently to manage your institution's investments with a focus on achieving long-term success that aligns with your mission.  

How We Work With Your Organization

We provide a variety of fiduciary investment services to institutional and nonprofit clients, including:

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• Establishing an investment policy

• Selecting investments

• Diversification among various asset classes

• Monitoring and rebalancing of the investments

• Minimizing costs to the organization

• Ongoing communication and presentations to key members of the organization

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