Investment and Spend Policies

We provide customized solutions to your nonprofit’s financial goals and objectives.

We review and draft spending policies and investment policies balancing the tradeoff between stable current spending and building your fund for future beneficiaries in full compliance with the New York Prudent Management of Institutional Funds Act (NYPMIFA) and other applicable regulations.

We develop synchronized investment and spend policies using hybrid strategies and custom variations. Our experience enables us to guide nonprofits to the right type of spending policy based on their unique situation.

Nonprofits & Institutions

Managing your nonprofit’s investments shouldn’t be a full-time job.

We work to help you realize your goals and expand your impact.

As a Registered Investment Advisor and fiduciary, Hugh Johnson Advisors delivers client service that’s bound by discipline and integrity to the highest legal standards, providing vigilant account stewardship.

Investment Management

Investment and Spend Policies

Fiduciary and Regulatory Guidance

Our Company

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