The Benefits of a Financial Advisor for Your Organization

Partner with One Day In July to implement a sound investment strategy, so you can continue pursuing your mission with confidence.

Our services to nonprofit organizations and charitable foundations include:

• Developing a prudent investment management plan that considers both short-term cash flow needs and long-term goals
• Education and reporting for boards and finance committee members
• Ongoing monitoring of your investment accounts

We are fiduciaries on all accounts, for all clients. This means the needs and goals of your nonprofit or foundation will always be our highest priority. We are legally and ethically obligated to always put your interests ahead of our own.

This is not the predominant industry standard.

The latest report from FINRA indicates that just 12 percent of advisors are solely registered as investment advisor representatives¹; meaning they are held to the fiduciary standard at all times, on all accounts.

At One Day In July we work only for the client. We do not accept commissions to sell products, and we do not participate in mutual revenue sharing agreements.

We want to help your nonprofit or foundation be more effective by helping you optimize your investments in a way that allows you to spend more time – and money – on your organization’s mission.

Learn more about what it means to be a fiduciary.

1. “FINRA 2023 Industry Snapshot” FINRA, May 18, 2023