Whether you are creating a portfolio for a medical nonprofit organization or overseeing your organization’s current portfolio, MEDIQUS can help.

Services for Nonprofit Organizations:

Through an advisory relationship, our mission is to assist your medical organization in achieving your financial objectives and fiduciary obligations. As a volunteer on your Board, you need to fulfill your fiduciary obligations, as well as minimize potential legal liabilities. Allow us to help with these issues.

How can MEDIQUS help?

Our extensive knowledge building reserve portfolios for medical nonprofit organizations means we can assist in the development of a reserve fund and help you implement best practices.

  • Investment Policy Statement: Does your organization have one? Is it up-to-date?
  • Investment Strategy: Is your allocation efficient? Are you using the proper investments?
  • Spending/Cashflow/Liquidation: What are the spending/liquidation needs of the organization?
  • Fees: What are you paying between your advisor, investments, and custodian?
  • Advisor Contact: What value does your current advisor bring to the organization? What information do they provide?

How can MEDIQUS help?

Our extensive knowledge building reserve portfolios for medical nonprofit organizations means we can assist in the development of a reserve and help you implement best practices.

  • Serving physicians and organizations in the healthcare community
  • Fee-based-services
  • Experienced financial advisors working for you
  • Emphasis on long-term client relationships​​
  • We understand your financial situation​
  • We work to meet your objectives​
  • We are always available​​

Second Opinion Service

Over the past 20 years, many associations we’ve come across do not have a strategy for their reserve funds or don’t have one that provides a sufficient safety-net for their assets. We will review your current strategy, and through a collaborative process, will review your current strategy and let you know areas you are doing well and areas that could use improvement. We work with you to develop a strategy that will help your organization reach its financial goals, while helping you fulfill your fiduciary obligations.

What we will do for you.
  • We will conduct a Discovery Meeting, either via a phone conference or in person, to learn about the Board’s accomplishments, goals, and current strategies.
  • We will “stress test” the Association’s current portfolio to determine the feasibility of a successful outcome.
  • If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for the Board’s needs.
  • Either way, you will receive a personalized analysis of your organization’s current situation and can feel confident in your path forward.

Create a Reserve Fund

If you are a new organization or an organization looking to establish its first reserve fund, we can help! Designing an investment strategy for your reserve fund that accomplishes your organization's goals is critically important. Additionally, fulfilling your fiduciary responsibilities and minimizing your legal liabilities should be a top priority for any Board Member. We can help your organization create an investment policy statement that reflects the organization’s goals and implements an efficient investment strategy.

  • We will conduct a Discovery Meeting, either via a phone conference or in person, to learn as much as possible regarding the Board’s accomplishments, goals, and current strategies.
  • Based on these goals, we will create a range of strategies designed to accomplish the Board’s goals.
  • We will meet with the Board to educate them about the various strategies and their strengths and weaknesses.
  • Through a collaborative process, we will help the Board select a strategy that accomplishes its goals.