BUILDING FOR THE FUTURE
NAWIC has two investment accounts with two distinct goals, which both support a healthy & growing association. Account one keeps 12-18 months of expected cash flow for expenses liquid at all times. Account two supports NAWIC's extended vision with an emphasis on total return and has a target of 50% equities and 50% fixed income and cash.
"We expect the market volatility of this past year to continue for a variety of reasons, but also believe that your portfolio is built to help you reach your long-term goals with a moderate level of risk." -Todd Danley, Edward Jones Financial Advisor "The Board continues to make changes and move funds to better follow our association’s strategic plan and improve membership return on investment. This year I believe that this association has really set our sights on President’s Bartoldus theme “Envision Equity” through committee funds, staff improvements and improving technology." -Jessica Huff, NAWIC National Treasurer
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