Investment Policy Statement (IPS) Creation, Implementation and Ongoing Investment Management

· Development of a comprehensive IPS tailored to each Tribe’s unique goals and needs.

· Integration of financial activities, from business reinvestment to philanthropic initiatives.

· Setting risk tolerance, forecasting expected returns and establishing an asset allocation.

· Ongoing investment management and IPS updates as the Tribe’s goals and needs evolve.

· Strategic financial analysis of economic development projects for Tribal Councils and Economic Development Committees, with particular focus on diversification efforts.

· Financial modeling and due diligence for acquisitions and development projects.

· Evaluation of funding sources and financial structuring for economic development projects.

· Guidance on entity selection, including Section 17 corporations, to optimize growth & sustainability.

· Supporting elected Tribal Members to guide their Tribe’s prosperity by serving as an on-call subject matter expert at their disposal. 

· Designing and implementing financial reporting that provides clear, actionable insights to effectively monitor the performance of existing enterprises and ensure alignment with strategic objectives. 

· Optimizing investment strategies beyond conservative U.S. Government securities.

· Tax-efficient structuring to maximize after-tax distributions for minors.

· Review and updating of Revenue Allocation Plans & trust documents in tandem with legal advisors.

· Financial education courses for minors, empowering informed financial decision-making.

· Personalized financial plans incorporating per capita income, general welfare benefits, and other Tribal-specific nuances.

· Tax strategies tailored to individuals including intricacies and benefits from living on reservation.

· Ongoing investment management for long-term financial security.

· Guidance on wealth preservation and intergenerational financial planning.