PT - JOURNAL ARTICLE AU - Kathryn M. McCarthy TI - Engaging Investment Advisors for a Family Foundation AID - 10.3905/jwm.2001.320406 DP - 2001 Jul 31 TA - The Journal of Wealth Management PG - 9--14 VI - 4 IP - 2 4099 - https://pm-research.com/content/4/2/9.short 4100 - https://pm-research.com/content/4/2/9.full AB - In this article, the author addresses the multi-faceted question of hiring investment talent for a foundation. She starts with a review of possible goals for an investment program and the kinds of assistance required to meet those goals. She continues with a description of what to expect from an investment advisor, including both investment services and periodic reporting, as well as ongoing communication. She concludes with a discussion of the circumstances under which an in-house advisor should be considered and the processes for finding, selecting, and working with an outside professional.