Stress-Free Investment Management For Medical Nonprofits

The needs of your medical nonprofit are unique.
Your reserve fund investment strategy should be too.

Minimize legal liabilities

Develop a clear investment strategy

Get the peace of mind you deserve

Managing The Investments of Your Medical Nonprofit Is A Critical Decision

Have you or your team ever asked…

More Than Just Investment Strategy…

When you partner with MEDIQUS, you don’t just get sound investment strategies for your nonprofit, you also get…

Fiduciary Best Practices

Cash Flow and Spending Oversight

Donation and Contribution Best Practices

Stress-Free Account Management

Investment Strategy And Fund Management

Donation and Contribution Best Practices

Specialties We Serve

What You Get

With MEDIQUS As A Trusted Partner

Expert Guidance

From a team that understands the unique needs of managing the assets of a medical nonprofit.

Comprehensive Investment Strategies

For your reserve fund that can minimize risk and maximize the opportunities for growth.

Peace of Mind

Knowing you have a financial plan for your nonprofit now
and in the future.

Helping Medical Nonprofit Organizations For Over 25 Years

Years Helping Medical Nonprofits

25+

Organizations Served

70+

How It Works

1. Find a time to meet

So we can review your current plan and identify if there are any opportunities to improve your reserve fund

2. We’ll develop a plan

That addresses the unique needs that aligns your organization’s goals with your reserve fund.

3. Implement the plan

And get the peace of mind you deserve knowing your organization is set up now and in the future to make a greater impact.

FAQs

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. 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:

    • 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.

Helping Medical Nonprofits Make A Greater Impact

As the responsible leader you are, you want your medical nonprofit to succeed and make a greater impact. To do that, you need a comprehensive investment and reserve fund strategy.

But making the right decisions for your reserve fund is a lot to consider and can be overwhelming. Are you protecting your organization from market swings? Are you managing your resources appropriately while maximizing your opportunities to grow your investment fund? You shouldn’t have to go it alone when it comes to developing a long-term investment strategy. 

Running a medical nonprofit has it’s unique challenges, and that’s why for more than 25 years our clients have partnered with us to be their investment advisor because working with medical professionals and medical nonprofits is all we do.

When we work together, we’ll develop a clear plan to help you manage your reserve fund and investments with confidence so you can focus on making a great impact.

Helping Medical Nonprofits Make A Greater Impact

As the responsible leader you are, you want your medical nonprofit to succeed and make a greater impact. To do that, you need a comprehensive investment and reserve fund strategy.

But making the right decisions for your reserve fund is a lot to consider and can be overwhelming. Are you protecting your organization from market swings? Are you managing your resources appropriately while maximizing your opportunities to grow your investment fund? You shouldn’t have to go it alone when it comes to developing a long-term investment strategy. 

Running a medical nonprofit has it’s unique challenges, and that’s why for more than 25 years our clients have partnered with us to be their investment advisor because working with medical professionals and medical nonprofits is all we do.

When we work together, we’ll develop a clear plan to help you manage your reserve fund and investments with confidence so you can focus on making a great impact.