Stress-Free Investment Management For Medical Nonprofits

For our institutional clients, we charge a fee that is a tiered schedule based on a percentage of the assets under management. That’s it. We don’t charge sales commissions, sales charges, or any other related investment fees.    

Your rate goes down at million-dollar milestones as your account size increases.  For example, if you have $3M in assets, this is what your fee structure would look like:

I. < $1M: 1% 
II. $1M – $2M: .35% 
III. $2M – $3M: .2%
IV. Total weighted investment fee: .52%

The only other fee you would incur comes directly from the mutual fund or exchange traded fund (ETF) investments you may invest in. These fees originate from the investments and do not get passed through to MEDIQUS.

We believe an investment advisor’s role should go beyond investments.  While managing your investments appropriately and helping your nonprofit create a clear financial plan is one of our main focuses at MEDIQUS, our advisory team also provides benefits to areas outside of your investments. Here are a few ways we help:

1. 1. Governance
   2. Operations
   3. Investments
   4. Fundraising

Yes, we are a registered investment advisor (RIA). As a fiduciary and RIA, we have to act in our client’s best interest, always. Other firms that are not fiduciaries can be incentivized to push specific products that may not be in their client’s best interest because of the commissions they earn.

Our investment philosophy is simple: minimize risk, maximize return, and create a financial plan that focuses on balancing long-term growth with downside protection so your nonprofit has the reserve funds available to fuel your organization and make a greater impact.

Yes. One of the many services we provide is helping organizations establish an investment policy statement so your nonprofit has a cohesive and consistent investment strategy for future leadership while protecting board members from taking unnecessary liability.

Here are a few other services we provide when we become your advisor:

1. • We make our private wealth management services available to the individual physicians that are members of your nonprofit by helping them create a clear financial plan.
   • We can provide financial and investment-related educational lectures and webinars for the members of your nonprofit.
   • We can recommend other service providers that can assist your organization such as: staff compensation planning, business and practice management, or referring you to institutions that can provide other external financing needs.