Our services to charities and not for profit organisations
At Truestone we put charitable actions and a socially responsible ethos at the heart of our business. We are pioneers in promoting, what we term socially motivated investment within our clients’ investment portfolios. These are investments that provide a double bottom line; offering investors a good potential return on capital whilst helping to make a positive impact on the environment and other people’s lives.
We also help clients to define and implement charitable strategies aiding them to make informed ‘giving’ decisions.
In addition we provide a number of separate services directly to charities
Property finance
One of the largest overheads that you face in running any business is the cost of property; whether it is accommodation that you need as business premises or property that delivers an income stream for your operation. Either way it will be important that you find a way to minimise the total cost.
With their excellent network of lenders and a real understanding of the market our Private Finance team is able to develop a refinancing strategy for your organisation. Finding you an appropriate solution, but reducing costs at the same time could free up substantial resources for you.
Through the right financial engineering using a sale and lease back strategy Truestone could help you expand your income from your property portfolio without increasing costs.
Investment management
Truestone has been involved for many years in managing large investment portfolios.
The Truestone approach to asset management is both thorough and scientific. Using our extensive experience we have independently developed a unique asset allocation model for portfolio management.
We have built the model to include alternative investments such as gold or commodities or natural resources as well as more traditional stocks, bonds, cash, property and other such assets that would form an investment portfolio. We also recommend a broader range of property based assets compared to the standard offerings, to include investment in Ground Rents and Student Accommodation. By selecting from a wider range of asset classes we believe that we create a more balanced approach to managing your capital; and as a result, a greater likelihood of delivering the profits that will realise your long term objectives whilst taking a lower level of risk.
You may also wish to make use of our ability to include socially motivated investments as part of your organisation’s overall investment strategy. Whatever your particular area of concern, be it fair trade, social housing, education or protecting the environment to name but a few Truestone is able to offer advice on a range of carefully selected ethical and socially motivated investments that can be blended into your portfolio.
Find out about our approach to
