If you are involved with the investment management function of your organization, you have the following concerns:

That you have developed a meaningful investment management process.

That you review your investment process and investment performance with diligence.

That your investment policy statement adequately reflects your:

• Organization’s investment management objectives
• Organization’s internal control environment
• Cash flow needs
• Short and long term investment reserves

Speak with YellowWood to get your association on the right path.