The Clients We Serve

​​Investment Management and Investment Advisory Services:

​Cambyses offers portfolio administration and management tailored to the needs of Exempt Organizations, Exempt Plans, and their Donors.  

We give full consideration to:

  • The Donors' Intent

  • The Organization's Exempt Purposes

  • Your Responsibilities under:​
     

    • Uniform Prudent Management of Institutional Funds Act (UPMIFA),
    • Employee Retirement Income Security Act (ERISA),

    • Internal Revenue Code and Regulations, and

    • Their State variations
       

  • Your Risk Tolerance, Time Frame, and Investment Restrictions

  • The Project's goals and objectives,

  • Available resources.
     

How We Serve the Clients We Serve

Exempt Organizations and Plans 

Our Exempt Organization Service Matrix and Engagement Planner

Cambyses Financial Advisors offers a complete suite of Portfolio Management, Financial Planning, and Program Development Services for your Organization's Reserves, Restricted, and Endowment Funds. With assistance from counsel, we design, implement, and administer your portfolio assets and the campaigns necessary to fund them.

​To fulfill your requirements, we employ a variety of technical, fundamental, quantitative, and qualitative analyses and deploy a full range of investment choices, strategies, and vehicles. 

We coordinate with our affiliated company, Steven Roy Management, to provide Exempt Organizations with management and governance services:

  • Tax Compliance and Representation

  • Formation and Winding Up

  • Management and Operations

  • Governance, and

  • Finance
     

Donors

Our Donor Service Matrix and Engagement Planner

Cambyses Financial Advisors happily offers our Wealth and Portfolio Management, Financial and Estate Planning, and Business Management Services to Donors, Potential Donors, Individuals, and Businesses. We are guided by our commitment to Sustainable Philanthropy:

Sustainable Philanthropy emphasizes practices, attitudes, and collaborations that foster equitable, resilient, stable, scalable, and compliant Donor, Exempt Organization, and Stakeholder interactions and give birth to perpetual giving, perpetual operations, and perpetual benefits.

For donors who share our commitment, with assistance from counsel, we design, implement, and manage:

  • Lifetime Giving and Philanthropy Plans

  • Donor Advised Funds,

  • Private Foundations,

  • Simple or Complex Inter-vivos Trusts

  • Dispository Trusts, or

  • Estate/Trust bequests.
     

Many of these devices require ongoing care and maintenance that we are also happy to provide.

 

Some of our work with Donors is transaction related:  Identifying the "who, what, when, how, and why" of giving transactions, effectuating, reporting, and defending them. This entails:

  1. Identifying your charitable motives and purposes,

  2. Locating and validating the exempt status of organizations that share and fulfill those motives and purpose,

  3. Evaluating the organization's operations and sustainability,

  4. Deciding what and when to give (Cash, Appreciated Assets, In-Kind, With or Without Conditions),

  5. Determining the most tax efficient way to donate,

  6. Making the Donation,

  7. Substantiating, reporting and defending the tax outcome, and

  8. Monitoring the organization's use of the funds (if necessary).

Our experience extends to "Donor Exotics:" 

  • Intangibles,

  • Collectibles,

  • Conservation easements,

  • Privately held businesses, 

  • Hard to value assets, and

  • Deferred, Restricted or Conditional giving arrangements (grantor retained interests),
     

We coordinate with our affiliate, Steven Roy Management, and we work with a team of attorneys, appraisers, title, environmental and other experts to perfect your transfers and avoid the pitfalls these opportunities present. After you complete the transfer - we vigorously defend it in IRS examination and appeal (and provide support to Tax Court practitioners).

Cambyses Research Initiatives

We maintain research initiatives on market sub-sectors we believe may have potential to realign social norms for the better and offer investors capital growth and income opportunities at the same time. 

This Initiative, commenced in February 2021, analyzes the economic and market prospects for Electric Vehicle Manufacturers, Autonomous Vehicles, and their Supply Chains. The publicly traded companies in this sub-sector are among the highest growth securities in the market. Not all of them will be able to sustain that momentum. 

We update our findings on a quarterly basis and add relevant observations as they occur.

This long term project, commenced in November 2021, aggregates forty-five years of experience and writing about Exempt Organizations and their Donors.

The project gives a voice to our concept of Sustainable Philanthropy, Our goal is to produce a comprehensive body of authoritative and reliable materials viewed from the perspective of both Donors and Exempt Organizations. These materials are divided between a, more-or-less, linear main body narrative,  and a supporting cast of Technical and Procedural Notes.

We add new material to this project on a near-daily basis.

Disclosures

Our Investment and Portfolio Management, Investment Advisory, and Wealth Planning-Management Services (including our Retirement and Succession Planning services)  are performed by Cambyses Financial Advisors LLC ("Cambyses"). Cambyses is a Registered Investment Advisor (CRD #230786). For additional information regarding our services, products, policies, pricing and personnel, please review our Firm Brochure (FINRA-SEC Form ADV Part 2A) or view it at the SEC's Investment Adviser Public Disclosure website.

 

Steven Roy Management and Cambyses Financial Advisors LLC are affiliated by common ownership.

Cambyses services are provided through Investment Advisor Representatives who are registered through FINRA/CPD. Additional information about Cambyses Advisors and each of our advisor representatives is available on request (and will be provided prior to commencement of any engagement). Portfolio services are offered through a named Custodian.

 

Some investments are not appropriate for all investors.

 

Clients are not required to purchase all services through Cambyses or its representatives. Some services may be available from other sources at lower cost than from Cambyses.