Practice Areas   Business Services Trademark Services Nonprofit Services Tax Exemption Contact Us Home

Our Practice Areas •  Business Services •  Trademark Services •  Nonprofit Services •  Tax Exemption About The Firm •  About Us •  Client References •  Search Our Site •  Contact Us             Sample Foundation Investment Policy This resource is now available for purchase!   Click here. Introduction.Investment Philosophy.Investment Objectives.General Objectives.Investment Goals.Risk Measures.Financial Guidelines.Asset Allocation.Fixed Income Investments.Guidelines.Restrictions.U.S. Government ObligationsCommercial Paper.U.S. Government-sponsored Agency ObligationsCorporate Debt Obligations.Cash Equivalents.Equity Investments - Common Stocks.Restrictions - Common Stock Investments.Administrative and Review Procedures.Review of Policies.Review of Investment Performance.Distributions.

Practice Areas   Business Services Trademark Services Nonprofit Services Tax Exemption Contact Us Home

Thompson & Thompson, PC   All Rights Reserved Legal Disclaimers Privacy Policy Refund Policy