Organisations of all sizes deserve access to high quality independent investment advice. This is why Broadstone is committed to offering investment advice to charities of all sizes, at an affordable price.
Finding investment expertise to support your Board can be challenging, but that’s what we do day in, day out. Outsourcing these complex areas gives you access to our entire team of experts, who will support your team with all things investment related. We also believe that targeted training will provide our clients with the tools and resources to make more informed investment decisions and build Board confidence to deliver against their objectives.
It is vital that organisations continue to monitor their investment performance over time to ensure the portfolio remains appropriate and in line with the Investment Policy. Our AFFECTS packages are designed to help you do just that, offering additional layers of granularity for the more engaged organisations, or where these add value. The structure and pricing of our AFFECTS packages is designed to provide a flexible choice to suit different levels of engagement and size of portfolio, whilst acknowledging the budgetary constraints that smaller organisations face and the complexities of the portfolios that are typically associated with larger charities.
"Hi Rachel, The session today was brilliant! Thank you so much – it was great to see such a high level of engagement and interest from the board. I really appreciate what you have done so far, and your patience"
- Caroline Macleod, Director of Corporate Services at Terrence Higgins Trust
"They have both been willing to listen and respond to where we are and have explained quite complex technical concepts clearly and in a way we have been able to understand. It is testament to her and Nathan’s approach that those who initially expressed reservations about working with an investment consultant are now very happy and trust that we will receive good advice and recommendations about where to place our investments as we move forward."
- Reverend Diana Farmer, Vicar designate