As an extension of staff, Chrysalid partners with non-profit organizations to build resilient and durable investment programs from the ground up.

We offer retainer investment consulting services on an advisory basis:

• We make recommendations for your investment policy and program
• Your investment committee reviews our recommendations
• Your staff executes trades and manages cash flow with our support

Our Retainer Investment Consulting service includes:

• Understanding mission and goals
• Establishing or strengthening investment program governance structure
• Investment policy development
• investment program implementation and manager search
• Ongoing manager and portfolio monitoring