Private Foundation & Trust Management
At Samra Wealth Management we will work with your foundation in managing assets in accordance to bylaws established by the board of directors or trustees. We work to ensure the investment strategy aligns with the foundation's mission and investment allocations do not conflict with the message of the foundation. There is no longer a dichotomy between investing for gains or investing for social good.
We believe responsible investment practices aligned with mission objectives create brand value and supports fundraising efforts. Furthermore, non-profit organizations benefit from lower advisory fees.