services we provide

Foundation & Institutional
Money Management

Asset Management
Risk Management

Foundation & Institutional Money Management

Family Wealth Legacy
Getting Prepared

Mission Aligned,
Fiduciary Focused

We help foundations, charities, and nonprofit institutions steward assets with clarity, discipline, and transparency—so your portfolio supports your mission today and for generations. Whether you oversee an endowment, operating reserves, or a special purpose fund, we partner with boards and investment committees as an advisor to design policy, manage risk, and deliver decision ready reporting that supports fiduciary responsibilities.

What You Can Expect

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Governance support: Create or refine your Investment Policy Statement (IPS), spending policy, and risk budget in alignment with your mission and the Uniform Prudent Management of Institutional Funds Act (UPMIFA).

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Purpose built portfolios: Segment assets by liquidity needs (operating cash, reserves, endowment) to match cash flows and spending.

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Board ready reporting: Clear performance vs. benchmarks, fee transparency, risk metrics, attribution, rebalancing, and compliance tracking—on your preferred cadence.

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Education and accountability: New trustee onboarding, market updates, and periodic policy reviews to keep stakeholders informed and aligned.

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Operational coordination: Implementation and ongoing servicing through LPL Financial as custodian, including account setup, transfers, controls, and reporting integration—plus collaboration with auditors and outside professionals as needed.

Our Investment Approach

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Core + satellite design: Diversified core exposure for long term growth, with targeted satellites for income, themes, or risk management.

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Research driven security selection: Individual stocks and bonds, ETFs, and mutual funds—evaluated for fit, cost, and transparency.

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Liquidity and income: Bond ladders and duration management to support predictable cash flow and capital preservation for operating and reserve tiers.

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Rules based risk controls: Systematic, evidence based strategies—such as our TRAM sleeve—to help manage volatility and drawdowns without guesswork.

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Additional solutions where appropriate: Structured products and registered index linked annuities (RILAs) for defined outcome profiles, always vetted within your IPS constraints.

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Values alignment: Optional screening guidelines and donor restrictions integrated into policy and implementation.

Donor Engagement & Planned Giving

We help you educate and mobilize your donor base with practical, tax aware giving strategies. Together, we can host workshops and webinars, develop plain language guides and one pagers, and build communication campaigns that highlight gifts of appreciated securities, donor advised funds (DAFs), qualified charitable distributions (QCDs), bequests, and charitable trusts. We support staff training, provide presentation materials, and offer donor consultations to turn intent into impact—coordinating with your legal and tax professionals at every step.

Let’s Talk

Start with a brief discovery to review your mission, IPS, spending needs, and reporting preferences. We’ll provide a clear diagnostic and proposal—so trustees and staff can move forward with confidence.

Knight Wealth Advisors does not provide legal or tax advice.

Begin Your Journey

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84 Plantation Dr.
Paducah, KY 42001
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Office Hours

Monday - Thursday
8:00AM - 4:00PM

Friday
8:00AM - 3:00PM

Phone:

270.744.5191

Knight Wealth Advisors phone

Text:

Brad
270-207-9626

Sherry
270-216-1699

Erin
270-238-3532

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Knight Wealth Advisors is not a registered broker/dealer. Please note that not all of the investments and services mentioned are available in every state.

Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. FINRA/SIPC