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Helping you achieve your organization's mission
Northern Trust understands the challenges that nonprofits face in today’s uncertain economic environment, and are committed to supporting you in effectively and efficiently achieving your mission.Working with endowments and foundations worldwide, Northern Trust provides a wide spectrum of sophisticated investment solutions, strategic insights and world-class resources. We can help you develop your mission, create the strategy to achieve it and provide broad-based administrative and investment oversight of your program.
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James C. Bridgman |
National Director of Foundation and Institutional Advisors
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James C. Bridgman
National Director of Foundation and Institutional Advisors
Jim Bridgman is responsible for leading the strategic development and execution of Northern Trust's Foundation & Institutional Advisors practice across the United States. This includes the delivery of integrated investment advice, banking solutions, asset servicing solutions and new business development through our consultative services to mid-size nonprofit & institutional clients.
Jim brings over 25 years of experience to this pivotal role, most recently serving as Managing Director of Sales & Marketing for the Central Region where he was responsible for overseeing the marketing and sales activities for Northern Trust’s personal wealth management business. For the three years preceding this role, Jim managed Citi’s Midwest Regional Private Bank office based in Chicago, which covered 14 States within the Midwest.
Prior to Citi, he served as the manager of investment new business development and client servicing, within Northern Trust’s Wealth Management Group. He also was named the Midwestern Divisional Manager for institutional investment sales and consultant relations for Northern Trust Global Investments. Bridgman joined Northern Trust in 1995 as Vice President responsible for marketing Northern Trust's full-service defined contribution programs to new and existing clients.
Jim earned a B.A. degree in finance from Texas Tech University and is a registered NASD Principal with Series 6, 7, 24, 63 and 65 licenses.
Jim brings over 25 years of experience to this pivotal role, most recently serving as Managing Director of Sales & Marketing for the Central Region where he was responsible for overseeing the marketing and sales activities for Northern Trust’s personal wealth management business. For the three years preceding this role, Jim managed Citi’s Midwest Regional Private Bank office based in Chicago, which covered 14 States within the Midwest.
Prior to Citi, he served as the manager of investment new business development and client servicing, within Northern Trust’s Wealth Management Group. He also was named the Midwestern Divisional Manager for institutional investment sales and consultant relations for Northern Trust Global Investments. Bridgman joined Northern Trust in 1995 as Vice President responsible for marketing Northern Trust's full-service defined contribution programs to new and existing clients.
Jim earned a B.A. degree in finance from Texas Tech University and is a registered NASD Principal with Series 6, 7, 24, 63 and 65 licenses.
Building a Successful Investment Policy Statement Webinar
May 22, 2013 10:30am-11:00am Central
An effective Investment Policy Statement is a written roadmap to help guide your portfolio management decisions both now and in the future. Over the years, Chief Investment Officer James D. Leckinger has worked with numerous organizations to help them write a carefully crafted and successful IPS. In this Webinar, we will examine why it's prudent for not-for-profit institutions to develop a formal Investment Policy Statement that outlines your investment objectives, provides formal investment guidelines and explains each individual's role for the stewardship of your financial resources.
View Webinar Link
To join the teleconference only
Participant Dial-In Number: (877) 284-1309
International Dial-In Number: (706) 634-7948
Conference ID # 6469-9896
The Situation
Given the turbulent market environment, a nonprofit organization was experiencing declining donor contributions and having trouble sustaining the foundation.
Customized, integrated solutions
We worked with the board to assess the organization’s current situation, including an analysis of spending and donation inflows and their current investment program. The analysis showed that spending levels were not in alignment with current investment policy. As a result, our team worked with the investment committee to assist in:
- Tailoring a new investment program that reflected the nonprofit's goals and risk tolerance and delivered diversification across multiple managers, investment styles and asset classes
- Putting into place a process for frequent and consistent portfolio monitoring and rebalancing
- Evaluating key reporting capabilities to ensure that current systems capabilities were meeting the needs of the organization as well as the most recent compliance and regulatory requirements
Our Services
Investment Management for Nonprofits
Northern Trust's fiduciary responsibilities guide our investment management decisions. We seek to add value through an investment process that is driven by your organization's goals and includes a wide spectrum of investment capabilities that can be tailored to your needs.
World-Class Resources for Nonprofits
Our experienced professionals proactively work with your organization to offer advice-driven solutions to help you achieve your objectives.