If you wish, you can retain Sensible Financial to manage your organization’s assets on an ongoing basis. Sensible Financial will act on your behalf, monitoring your portfolio, and from time to time recommending changes for your consideration. If you accept the changes, Sensible Financial will then execute the transactions on your behalf.

Sensible Financial helps your organization monitor your portfolio’s performance. We use only electronic access to your asset accounts to ensure efficiency.

From time to time, we will recommend changes to the portfolio as market performance moves the allocation away from the target alignment (expected return and risk). With the approval of your institution’s designated contact, Sensible Financial will make the recommended changes to the portfolio.

We also provide quarterly reports on the performance of your organization’s portfolio and supply annual reports on the costs of managing it. In addition, our standard service includes regular portfolio review meetings with your Finance Committee and your Board.