RT Journal Article SR Electronic T1 Engaging Investment Advisors for a Family Foundation JF The Journal of Wealth Management FD Institutional Investor Journals SP 9 OP 14 DO 10.3905/jwm.2001.320406 VO 4 IS 2 A1 Kathryn M. McCarthy YR 2001 UL https://pm-research.com/content/4/2/9.abstract 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.