| CGA Investment Solutions |
After years of working “within the system”, the frustration level of the
principals at Charitable Solutions, LLC finally hit the tipping point in
mid-2008. As a result, we began to offer our CGA investment
management solutions as an alternative to the standard, one-size-fits-
all philosophy typically employed today when managing life-income
assets - particularly CGAs.
CGA Investment Solutions (CGAIS) was established to do one thing -
provide an investment solution that manages charitable gift annuities
as the depleting assets they are and not like the perpetual
endowments they certainly are not. Our guiding principle in managing
these funds is simple - KNOW YOUR RISKS. UNDERSTAND YOUR
DOWNSIDE. INVEST ACCORDINGLY.
Our bottom-up approach is based on the CGA pools’ known cash
flows, known liabilities and the charities’ ability to tolerate a
quantifiable downside. Our investment philosophy does not revolve
around the world’s equity markets rescuing underwater CGA pools. It’
s based on known characteristics of each pool and solving for the
asset allocation equation accordingly.
CGAIS combines risk management expertise, analytical discipline
and seasoned judgment to deliver customized investment solutions
for each and every CGA pool.
For more information go to cgais.com or contact Mack Johnston, CFA
at 770-993-8501 or mack@charitablesolutionsllc.com.
principals at Charitable Solutions, LLC finally hit the tipping point in
mid-2008. As a result, we began to offer our CGA investment
management solutions as an alternative to the standard, one-size-fits-
all philosophy typically employed today when managing life-income
assets - particularly CGAs.
CGA Investment Solutions (CGAIS) was established to do one thing -
provide an investment solution that manages charitable gift annuities
as the depleting assets they are and not like the perpetual
endowments they certainly are not. Our guiding principle in managing
these funds is simple - KNOW YOUR RISKS. UNDERSTAND YOUR
DOWNSIDE. INVEST ACCORDINGLY.
Our bottom-up approach is based on the CGA pools’ known cash
flows, known liabilities and the charities’ ability to tolerate a
quantifiable downside. Our investment philosophy does not revolve
around the world’s equity markets rescuing underwater CGA pools. It’
s based on known characteristics of each pool and solving for the
asset allocation equation accordingly.
CGAIS combines risk management expertise, analytical discipline
and seasoned judgment to deliver customized investment solutions
for each and every CGA pool.
For more information go to cgais.com or contact Mack Johnston, CFA
at 770-993-8501 or mack@charitablesolutionsllc.com.
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