Detailed Guide to Investment Planning

Having a sound investment plan in place can help housing non-profits and co-ops map out short- and long-term needs, grow existing reserves, and maintain confidence in times of uncertainty.

Whether you’re just getting started or looking to review an existing plan, our investment planning resources will provide tips to help you evaluate where you are, define where you want to go, and implement strategies to get there, while protecting your financial health.

Free resources include:

If you have any questions or need more specific advice tailored to your organization, contact us!