Clearview Fiduciary Alliance Email Format
Non-profit OrganizationsNorth Carolina, United States2-10 Employees
ClearView Fiduciary Alliance is a Raleigh-based nonprofit membership and research organization that supports boards and executives of foundations, endowments, and other nonprofits in enhancing fiduciary oversight of investment programs. Its core offering centers on a system that compiles and analyzes member investment performance and portfolio composition, delivering quarterly peer group reports and providing educational resources on standards, best practices, and fiduciary duties. The alliance also conducts services such as Investment Policy and Governance Reviews, RFP-related projects for Investment Advisers and outsourced CIOs, and OCIO due diligence and detailed reviews, addressing the practical needs of smaller to mid-sized nonprofit funders. Established in 2014 by experienced fiduciaries, ClearView connects member organizations through peer forums and targeted guidance to support informed investment decision making. The organization operates within the nonprofit sector and emphasizes research-driven learning and collaborative governance improvement for fiduciary stakeholders.
1-888-653-2347 
support@leadiq.com 
