National School Foundation Association

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National Schools Foundation Investment Program (NSFIP)

Mar 7, 2006

Money 2National Schools Foundation Investment Program (NSFIP)

The Iowa Schools Foundation Investment Program (ISFIP) was established in 2003 to provide investment advisory services to school foundations.  BTC Capital Management is the investment adviser to ISFIP and a SEC registered investment adviser.  Each of the senior investment professionals at BTC Capital Management has 15 to 20 years of investment experience and is committed to helping you grow your school foundation.

The same services provided to the Iowa school foundations will now be available to school foundations nationwide through the National Schools Foundation Investment Program (NSFIP), a member benefit of the National School Foundation Association (NSFA).  These services will include:

     • Assessing risk tolerance
     • Matching investment policy to foundation's mission, vision, and goals
     • Maximizing the probability of meeting foundation's goals
     • Balancing current spending versus future spending
     • Balancing investment risk versus return
     • Selecting appropriate asset allocation
     • Choosing investment vehicles
     • Monitoring investment vehicles and asset allocation
     • Annual investment review with foundation board

These comprehensive investment advisory services are available to your school foundation at a reasonable management fee with no front-end, back-end, or deferred sales loads and no 12b-1 fees.

For more information, contact Paul Kruse at 1-800-269-2363.  Your foundation deserves the attention of a professional investment manager.

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