Orchestra is not just another wealth manager. Instead, we offer our clients a personal and to-the-point approach, and (where necessary) constructive criticism. This stems from our conviction that you, as trustee or employee of a non-profit organization, stand to gain most from honest and transparent advice.
Our services extend well beyond simply investment advice and management services. We define wealth management as a mixture of governance, financial management, administrative support and reputation management. Through aligning all aspects of your organization, we offer you more insight. This provides peace of mind but more importantly, enhances your financial efficiency and thus, charitable footprint.
For our investment management services to endowment funds, we do not calculate a percentage of assets under management but instead charge a fixed annual price. Why? Because it has a significant, positive impact on your investment returns, thus offering you more budget to spend on your goals for the same investment risk.
Orchestra takes care of all documentation and administration of your organization. We map your financial health on a daily basis via our online platform My Orchestra. This helps you stay compliant with any cost ratios, financial obligations or legal requirements pertaining to your organization.