At Leita Advisory, we believe that nonprofit fiduciary governance requires clarity, transparency, and guidance rooted in experience.
In addition to serving mission-driven institutions through specialized investment-related projects, we share what we’ve learned to help drive standards of best practice across the institutional investment industry. That’s why we’re excited to introduce The Seeker—our platform for sharing practical insights from the field: what mission-driven organizations are grappling with, how OCIOs can deliver more aligned solutions, and where governance often goes off track. This blog reflects the kind of perspective we bring to every client conversation—now available to anyone who wants to build better investment relationships.
What You’ll Find at The Seeker
Investment oversight is a crucial nonprofit board responsibility.
Through The Seeker, we offer practical guidance for fiduciaries looking to strengthen investment governance—from real-world OCIO search tips to strategies for managing investment advisor relationships and aligning portfolios with mission. Our perspective is grounded in the three fiduciary duties that shape sound governance: duty of care, duty of loyalty, and duty of obedience.
Here are a few of the topics we cover:
- Setting Performance Standards
Establish benchmarks that reflect both financial goals and mission fit. Understand what to monitor—and what to question—over the long term. - Negotiating Fees
Clarity matters. We share strategies for reviewing and negotiating fees with OCIOs and consultants, so you know what you’re paying for and why it matters. - Navigating Conflicts of Interest
Oversight starts with transparency. We address how to identify and manage conflicts—before they complicate decision-making. - Aligning Investments with Mission
Whether you use ESG screens or just want to avoid misalignment, we explore how governance structures can support investment choices that reflect your values. - Managing Investment Provider Relationships
From selection through ongoing oversight, we share ways to structure communication, track accountability, and ensure long-term fit.
The Seeker exists to support nonprofit fiduciaries, board members, and family office principals who take their oversight role seriously. Good governance doesn’t happen by accident—and we’re here to make sure it’s not an afterthought.
Why Fiduciary Governance Matters Now
Nonprofits today face a complex investment landscape, with more providers offering more customization than ever before. That’s a good thing—but only if you have the right experts in place to evaluate those choices.
We see first-hand how OCIO relationships succeed or falter based on the strength of fiduciary oversight. When nonprofit boards and Investment Committees are engaged, informed, and aligned with their investment advisor, they create long-term value.
We hope The Seeker becomes a trusted resource for nonprofit organizations and institutionalized family offices navigating the complexities of nonprofit fiduciary governance. If you’re interested in learning more, one of our go-to resources for nonprofit fiduciaries is fi360’s Prudent Practices for Investment Stewards, a framework for strengthening governance.
Let’s seek a better solution together. Reach out today to connect.
