Are you looking for a better way to manage your nonprofits endowment? Many US nonprofits are wasting money on investing fees that don't serve the interests of their organization.

1. Every year US nonprofits waste $60 billion on investing fees that don’t
serve the interests of their organization.
That’s almost 20% of money raised each year going towards investing fees.
These fees matter - they devour hard won gifts and investment returns.
NONPROFIT DOLLARS & CENTS
$4 T+
ASSETS
$360 B
GIFTS
$60 B+
WASTE
Investing Fees
Let’s Eliminate Waste
Organizations using
costly investment
products are spending
staggering amounts
on fees.
10xmore in fees
Source:WSJcalculations,InvestmentCompanyInstitute,30yeartimehorizon
$600,000
$500,000
$400,000
$300,000
$200,000
$100,000
Year 30Year 20Year 10
Impact of Investment Costs
on Asset Balances
-22%
0.25% Annual Cost 0.90% Annual Cost
Source:Vanguard.Assumes$100,000balance,yearlyreturnsof6%reinvested.
22%less assets
Higher fees eat up
investment returns.
Excess investment fees
reduce the amount you earn ….
compounding to 22% less in
assets after 30 years.
High Quality. Low Cost. Software based.
Investment Management for Nonprofits
Investment advisory services are offered thru Meritam Investment Advisors, Inc. This communication does not constitute investment advice,
and is not intended to meet the objectives or suitability requirements of any specific account.
Meritam designs high quality,
low cost investment strategies
Customized for your
organization
Enabled by technology
TRY YOUR FREE DEMO
Learn More
www.meritam.org
NOW
IS THE TIME TO EDUCATE
OURSELVES ABOUT
INVESTMENT FEES
MANAGE YOUR FEES
Managing
Your
Fees
More
Money for
Your Mission
=
$400,000
$350,000
$300,000
$250,000
$200,000
$150,000
$100,000
$50,000
$0
Low Cost
Index Fund
Average Stock
Mutual Fund
Fees Wasted Fees