{"id":66,"date":"2020-03-27T00:59:19","date_gmt":"2020-03-27T00:59:19","guid":{"rendered":"https:\/\/knightwealthadvisors.com\/?page_id=66"},"modified":"2026-02-20T20:11:40","modified_gmt":"2026-02-20T20:11:40","slug":"money-management","status":"publish","type":"page","link":"https:\/\/knightwealthadvisors.com\/?page_id=66","title":{"rendered":"Foundation & Institutional Money Management"},"content":{"rendered":"

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services we provide<\/h4>\n

Foundation & Institutional
Money Management<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ background_color=”#575757″ custom_margin=”-14px|0px|0px|0px|false|false” custom_padding=”0px|0px|0px|0px|false|false” saved_tabs=”all” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_5,1_5,1_5,1_5,1_5″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” _builder_version=”4.27.4″ width=”100%” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|desktop” max_width=”100%” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”1_5″ admin_label=”Link: Asset Management” _builder_version=”4.16″ background_enable_color=”off” custom_padding=”36px|15px|36px|15px|true|false” custom_padding_tablet=”25px||25px||true|false” custom_padding_phone=”|15px||15px|true|false” custom_padding_last_edited=”on|phone” link_option_url=”\/asset-management” global_colors_info=”{}” background__hover_enabled=”on|hover” background_color__hover=”rgba(204,214,223,0.6)” background_enable_color__hover=”on”][et_pb_text _builder_version=”4.16″ text_font=”Lato|900||on|||||” text_font_size=”15px” text_letter_spacing=”1px” text_orientation=”center” background_layout=”dark” global_colors_info=”{}” text_text_color__hover_enabled=”off|desktop”]Asset Management[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ admin_label=”Link: Risk Management” _builder_version=”4.16″ custom_padding=”36px|15px|36px|15px|true|false” custom_padding_tablet=”25px||25px||true|false” custom_padding_phone=”|15px||15px|true|false” custom_padding_last_edited=”on|phone” link_option_url=”\/risk-management\/” global_colors_info=”{}” background_color__hover=”rgba(204,214,223,0.6)” background_enable_color__hover=”on” background__hover_enabled=”on|hover”][et_pb_text _builder_version=”4.16″ text_font=”Lato|900||on|||||” text_text_color=”#ffffff” text_font_size=”15px” text_letter_spacing=”1px” text_orientation=”center” background_layout=”dark” link_option_url=”https:\/\/knightwealthadvisors.com\/risk-management\/” global_colors_info=”{}”]Risk Management[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ admin_label=”Link: Money Management” _builder_version=”4.16″ background_color=”#ccd6df” custom_padding=”25px|15px|25px|15px|false|false” custom_padding_tablet=”25px||25px||true|false” custom_padding_phone=”|15px||15px|true|false” custom_padding_last_edited=”on|desktop” box_shadow_style=”preset6″ global_colors_info=”{}” background_enable_color__hover=”off” background__hover_enabled=”off|desktop”][et_pb_text _builder_version=”4.16″ text_font=”Lato|900||on|||||” text_text_color=”#575757″ text_font_size=”15px” text_letter_spacing=”1px” text_orientation=”center” link_option_url=”https:\/\/knightwealthadvisors.com\/money-management\/” global_colors_info=”{}” background_color__hover=”rgba(0,0,0,0)” background_enable_color__hover=”on”]<\/p>\n

Foundation & Institutional Money Management<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ admin_label=”Link: Family Wealth Legacy” _builder_version=”4.27.4″ custom_padding=”36px|15px|36px|15px|false|false” custom_padding_tablet=”25px||25px||true|false” custom_padding_phone=”|15px||15px|true|false” custom_padding_last_edited=”on|desktop” link_option_url=”\/family-wealth-legacy\/” global_colors_info=”{}” background_enable_color__hover=”on” background_color__hover=”rgba(204,214,223,0.6)” background__hover_enabled=”on|desktop”][et_pb_text _builder_version=”4.27.4″ text_font=”Lato|900||on|||||” text_text_color=”#ffffff” text_font_size=”15px” text_letter_spacing=”1px” text_orientation=”center” background_layout=”dark” link_option_url=”https:\/\/knightwealthadvisors.com\/family-wealth-legacy” global_colors_info=”{}”]Family Wealth Legacy[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ admin_label=”Link: Getting Prepared” _builder_version=”4.16″ custom_padding=”36px|15px|36px|15px|true|false” custom_padding_tablet=”25px||25px||true|false” custom_padding_phone=”|15px||15px|true|false” custom_padding_last_edited=”on|phone” link_option_url=”\/getting-prepared\/” global_colors_info=”{}” background_enable_color__hover=”on” background_color__hover=”rgba(204,214,223,0.6)” background__hover_enabled=”on|desktop”][et_pb_text _builder_version=”4.16″ text_font=”Lato|900||on|||||” text_text_color=”#ffffff” text_font_size=”15px” text_letter_spacing=”1px” text_orientation=”center” background_layout=”dark” link_option_url=”https:\/\/knightwealthadvisors.com\/getting-prepared\/” global_colors_info=”{}”]Getting Prepared[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.16″ background_color=”#ffffff” custom_padding=”100px||100px||false|false” custom_padding_tablet=”” custom_padding_phone=”60px||60px||false|false” border_width_bottom=”20px” border_color_bottom=”rgba(204,214,223,0.2)” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ custom_padding_last_edited=”off|desktop” _builder_version=”4.16″ custom_padding_tablet=”||80px||false|false” custom_padding_phone=”80px||50px||false|false” background_color_gradient_direction_tablet=”180deg” background_color_gradient_stops_tablet=”#2b87da 70%|#29c4a9 70%” background_color_gradient_start_position_tablet=”70%” background_color_gradient_end_position_tablet=”70%” global_colors_info=”{}” custom_padding__hover_enabled=”off|desktop”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ header_2_font=”|600|||||||” header_2_font_size=”40px” header_4_font=”Lato|700||on|||||” header_4_text_color=”#b4a69d” header_4_font_size=”16px” custom_margin=”||0px||false|false” custom_padding=”||20px||false|false” header_4_line_height_tablet=”” header_4_line_height_phone=”1.3em” header_4_line_height_last_edited=”on|phone” locked=”off” global_colors_info=”{}” custom_padding__hover_enabled=”off|desktop”]<\/p>\n

Mission Aligned,
\nFiduciary Focused<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ header_2_font=”|600|||||||” header_2_font_size=”38px” header_4_font=”ABeeZee|||on|||||” global_colors_info=”{}”]We help foundations, charities, and nonprofit institutions steward assets with clarity, discipline, and transparency\u2014so your portfolio supports your mission today and for generations. Whether you oversee an endowment, operating reserves, or a special purpose fund, we partner with boards and investment committees as an advisor to design policy, manage risk, and deliver decision ready reporting that supports fiduciary responsibilities.[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”http:\/\/knightwealthadvisors.com\/wp-content\/uploads\/2020\/05\/Money-Management-TRAM.jpeg” _builder_version=”4.16″ custom_margin=”|-25px||25px|false|false” custom_margin_tablet=”20px|||-25px|false|false” custom_margin_phone=”|-15px||-15px|false|false” custom_margin_last_edited=”on|phone” scroll_vertical_motion_enable=”on” scroll_vertical_motion=”0|50|50|100|0.5|0|-0.5″ scroll_vertical_motion_tablet=”0|50|50|100|0.4|0|-0.4″ scroll_vertical_motion_phone=”0|50|50|100|0|0|0″ scroll_vertical_motion_last_edited=”on|tablet” box_shadow_style=”preset2″ box_shadow_horizontal=”4px” box_shadow_vertical=”4px” box_shadow_blur=”12px” box_shadow_color=”rgba(0,0,0,0.2)” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ background_color=”rgba(204,214,223,0.4)” custom_padding=”0px|0px|0px|0px|false|false” border_width_top=”6px” border_color_top=”#ffffff” border_width_bottom=”6px” border_color_bottom=”#ffffff” box_shadow_style=”preset1″ box_shadow_vertical=”0px” box_shadow_blur=”12px” box_shadow_color=”rgba(0,0,0,0.15)” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” _builder_version=”4.27.4″ width=”100%” max_width=”100%” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ background_image=”http:\/\/knightwealthadvisors.com\/wp-content\/uploads\/2022\/11\/knight-wealth-money-management-life-insurance.png” custom_padding=”200px||200px||false|false” custom_padding_tablet=”100px||200px||false|false” custom_padding_phone=”||100px||false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_image _builder_version=”4.16″ custom_margin=”-25px|-25px||25px|false|false” custom_margin_tablet=”20px|||-25px|false|false” custom_margin_phone=”|-15px||-15px|false|false” custom_margin_last_edited=”on|phone” scroll_vertical_motion_enable=”on” scroll_vertical_motion=”0|50|50|100|0.5|0|-0.5″ scroll_vertical_motion_tablet=”0|50|50|100|0.4|0|-0.4″ scroll_vertical_motion_phone=”0|50|50|100|0|0|0″ scroll_vertical_motion_last_edited=”on|tablet” box_shadow_style=”preset2″ box_shadow_horizontal=”4px” box_shadow_vertical=”4px” box_shadow_blur=”12px” box_shadow_color=”rgba(0,0,0,0.2)” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.4″ background_enable_color=”off” custom_padding=”100px|12%|100px|5%|false|false” custom_padding_tablet=”80px|80px|100px|80px|false|false” custom_padding_phone=”|50px||50px|false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ header_2_font=”|600|||||||” header_2_text_color=”#01305F” header_2_font_size=”40px” header_4_font=”Lato|700||on|||||” header_4_text_color=”#b4a69d” header_4_font_size=”16px” background_layout=”dark” custom_margin=”||0px||false|false” custom_padding=”||0px||false|false” header_4_line_height_tablet=”” header_4_line_height_phone=”1.3em” header_4_line_height_last_edited=”on|phone” locked=”off” global_colors_info=”{}” custom_padding__hover_enabled=”off|desktop”]<\/p>\n

What You Can Expect<\/h2>\n

[\/et_pb_text][et_pb_blurb use_icon=”on” font_icon=”E||divi||400″ icon_color=”#b4a69d” icon_placement=”left” content_max_width=”100%” _builder_version=”4.27.4″ body_text_color=”#666666″ body_link_text_color=”#b4a69d” background_layout=”dark” custom_margin=”10px||10px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Governance support:<\/span> Create or refine your Investment Policy Statement (IPS), spending policy, and risk budget in alignment with your mission and the Uniform Prudent Management of Institutional Funds Act (UPMIFA).<\/p>\n

[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”E||divi||400″ icon_color=”#b4a69d” icon_placement=”left” content_max_width=”100%” _builder_version=”4.27.4″ body_text_color=”#666666″ body_link_text_color=”#b4a69d” background_layout=”dark” custom_margin=”10px||10px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Purpose built portfolios:<\/span> Segment assets by liquidity needs (operating cash, reserves, endowment) to match cash flows and spending.<\/p>\n

[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”E||divi||400″ icon_color=”#b4a69d” icon_placement=”left” content_max_width=”100%” _builder_version=”4.27.4″ body_text_color=”#666666″ body_link_text_color=”#b4a69d” background_layout=”dark” custom_margin=”10px||10px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Board ready reporting:<\/span> Clear performance vs. benchmarks, fee transparency, risk metrics, attribution, rebalancing, and compliance tracking\u2014on your preferred cadence.<\/p>\n

[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”E||divi||400″ icon_color=”#b4a69d” icon_placement=”left” content_max_width=”100%” _builder_version=”4.27.4″ body_text_color=”#666666″ body_link_text_color=”#b4a69d” background_layout=”dark” custom_margin=”10px||10px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Education and accountability:<\/span> New trustee onboarding, market updates, and periodic policy reviews to keep stakeholders informed and aligned.<\/p>\n

[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”E||divi||400″ icon_color=”#b4a69d” icon_placement=”left” content_max_width=”100%” _builder_version=”4.27.4″ body_text_color=”#666666″ body_link_text_color=”#b4a69d” background_layout=”dark” custom_margin=”10px||10px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Operational coordination:<\/span> Implementation and ongoing servicing through LPL Financial as custodian, including account setup, transfers, controls, and reporting integration\u2014plus collaboration with auditors and outside professionals as needed.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ background_color=”#FFFFFF” overflow-x=”hidden” custom_padding=”0px|0px|0px|0px|false|false” hover_enabled=”0″ border_width_top=”6px” border_color_top=”#ffffff” border_width_bottom=”6px” border_color_bottom=”#ffffff” box_shadow_style=”preset1″ box_shadow_vertical=”0px” box_shadow_blur=”12px” box_shadow_color=”rgba(0,0,0,0.15)” global_colors_info=”{}” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” _builder_version=”4.27.4″ width=”100%” max_width=”100%” custom_padding=”0px|0px|0px|0px|false|false” custom_css_main_element=”display: flex;” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”display: flex;||flex-direction: column;” custom_css_main_element_phone=”display: flex;||flex-direction: column;”][et_pb_column type=”1_2″ _builder_version=”4.27.4″ custom_padding=”100px|5%|100px|10%|false|false” custom_padding_tablet=”80px|80px|100px|80px|false|false” custom_padding_phone=”|50px||50px|false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”order: 2;” custom_css_main_element_phone=”order: 2;”][et_pb_text _builder_version=”4.27.4″ header_2_font=”|600|||||||” header_2_text_color=”#01305F” header_2_font_size=”40px” header_4_font=”Lato|700||on|||||” header_4_text_color=”#b4a69d” header_4_font_size=”16px” background_layout=”dark” custom_margin=”||0px||false|false” custom_padding=”||0px||false|false” header_4_line_height_tablet=”” header_4_line_height_phone=”1.3em” header_4_line_height_last_edited=”on|phone” locked=”off” global_colors_info=”{}” custom_padding__hover_enabled=”off|desktop”]<\/p>\n

Our Investment Approach<\/h2>\n

[\/et_pb_text][et_pb_blurb use_icon=”on” font_icon=”E||divi||400″ icon_color=”#b4a69d” icon_placement=”left” content_max_width=”100%” _builder_version=”4.27.4″ body_text_color=”#666666″ body_link_text_color=”#b4a69d” background_layout=”dark” custom_margin=”10px||10px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Core + satellite design:<\/span> Diversified core exposure for long term growth, with targeted satellites for income, themes, or risk management.<\/p>\n

[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”E||divi||400″ icon_color=”#b4a69d” icon_placement=”left” content_max_width=”100%” _builder_version=”4.27.4″ body_text_color=”#666666″ body_link_text_color=”#b4a69d” background_layout=”dark” custom_margin=”10px||10px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Research driven security selection:<\/span> Individual stocks and bonds, ETFs, and mutual funds\u2014evaluated for fit, cost, and transparency.<\/p>\n

[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”E||divi||400″ icon_color=”#b4a69d” icon_placement=”left” content_max_width=”100%” _builder_version=”4.27.4″ body_text_color=”#666666″ body_link_text_color=”#b4a69d” background_layout=”dark” custom_margin=”10px||10px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Liquidity and income:<\/span> Bond ladders and duration management to support predictable cash flow and capital preservation for operating and reserve tiers.<\/p>\n

[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”E||divi||400″ icon_color=”#b4a69d” icon_placement=”left” content_max_width=”100%” _builder_version=”4.27.4″ body_text_color=”#666666″ body_link_text_color=”#b4a69d” background_layout=”dark” custom_margin=”10px||10px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Rules based risk controls:<\/span> Systematic, evidence based strategies\u2014such as our TRAM sleeve\u2014to help manage volatility and drawdowns without guesswork.<\/p>\n

[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”E||divi||400″ icon_color=”#b4a69d” icon_placement=”left” content_max_width=”100%” _builder_version=”4.27.4″ body_text_color=”#666666″ body_link_text_color=”#b4a69d” background_layout=”dark” custom_margin=”10px||10px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Additional solutions where appropriate:<\/span> Structured products and registered index linked annuities (RILAs) for defined outcome profiles, always vetted within your IPS constraints.<\/p>\n

[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”E||divi||400″ icon_color=”#b4a69d” icon_placement=”left” content_max_width=”100%” _builder_version=”4.27.4″ body_text_color=”#666666″ body_link_text_color=”#b4a69d” background_layout=”dark” custom_margin=”10px||10px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Values alignment:<\/span> Optional screening guidelines and donor restrictions integrated into policy and implementation.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.4″ background_image=”http:\/\/knightwealthadvisors.com\/wp-content\/uploads\/2022\/11\/knight-wealth-risk-management.png” custom_padding=”200px||200px||false|false” custom_padding_tablet=”100px||200px||false|false” custom_padding_phone=”||100px||false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_image _builder_version=”4.27.4″ custom_margin=”-25px|-25px||25px|false|false” custom_margin_tablet=”20px|||-25px|false|false” custom_margin_phone=”|-15px||-15px|false|false” custom_margin_last_edited=”on|phone” scroll_vertical_motion_enable=”on” scroll_vertical_motion=”0|50|50|100|0.5|0|-0.5″ scroll_vertical_motion_tablet=”0|50|50|100|0.4|0|-0.4″ scroll_vertical_motion_phone=”0|50|50|100|0|0|0″ scroll_vertical_motion_last_edited=”on|tablet” box_shadow_style=”preset2″ box_shadow_horizontal=”4px” box_shadow_vertical=”4px” box_shadow_blur=”12px” box_shadow_color=”rgba(0,0,0,0.2)” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ background_color=”#ffffff” use_background_color_gradient=”on” background_color_gradient_stops=”rgba(255,255,255,0.74) 0%|rgba(255,255,255,0.24) 100%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(255,255,255,0.74)” background_color_gradient_end=”rgba(255,255,255,0.24)” background_image=”http:\/\/knightwealthadvisors.com\/wp-content\/uploads\/2020\/04\/Wave-3-15opac.png” custom_padding=”50px||50px||false|false” locked=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ width=”55%” width_tablet=”85%” width_phone=”84%” width_last_edited=”on|phone” custom_margin=”1%||||false|false” custom_margin_last_edited=”off|desktop” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ header_2_font=”|600|||||||” header_2_font_size=”32px” header_3_font=”|600|||||||” header_4_font=”Lato|900||on|||||” header_4_text_color=”#b4a69d” header_4_font_size=”16px” header_4_line_height=”1.6em” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”1px||10px||false|false” header_2_font_size_tablet=”32px” header_2_font_size_phone=”26px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Donor Engagement & Planned Giving<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ header_2_font=”|600|||||||” header_2_font_size=”38px” header_4_font=”ABeeZee|||on|||||” text_orientation=”center” global_colors_info=”{}”]We help you educate and mobilize your donor base with practical, tax aware giving strategies. Together, we can host workshops and webinars, develop plain language guides and one pagers, and build communication campaigns that highlight gifts of appreciated securities, donor advised funds (DAFs), qualified charitable distributions (QCDs), bequests, and charitable trusts. We support staff training, provide presentation materials, and offer donor consultations to turn intent into impact\u2014coordinating with your legal and tax professionals at every step.[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|off” _builder_version=”4.16″ background_color=”#01305f” background_image=”http:\/\/knightwealthadvisors.com\/wp-content\/uploads\/2020\/04\/Wood-Texture-flooring-blue90.jpg” parallax=”on” border_width_top=”8px” border_color_top=”#ffffff” border_width_bottom=”8px” border_color_bottom=”#ffffff” box_shadow_style=”preset1″ box_shadow_vertical=”0px” box_shadow_blur=”12px” box_shadow_color=”rgba(0,0,0,0.2)” locked=”off” global_colors_info=”{}”][et_pb_row disabled_on=”off|off|off” _builder_version=”4.16″ width=”55%” width_tablet=”85%” width_phone=”” width_last_edited=”on|phone” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ header_2_font=”|600|||||||” header_2_font_size=”40px” header_4_font=”Lato|700||on|||||” header_4_text_color=”#b4a69d” header_4_font_size=”16px” text_orientation=”center” background_layout=”dark” custom_margin=”||0px||false|false” custom_padding=”||10px||false|false” header_4_line_height_tablet=”” header_4_line_height_phone=”1.3em” header_4_line_height_last_edited=”on|phone” global_colors_info=”{}” custom_padding__hover_enabled=”off|desktop”]<\/p>\n

Let\u2019s Talk<\/h2>\n

[\/et_pb_text][et_pb_image src=”http:\/\/knightwealthadvisors.com\/wp-content\/uploads\/2020\/04\/Knight_divider2-40opac.png” align=”center” _builder_version=”4.16″ width=”175px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ header_2_font=”|600|||||||” header_2_font_size=”40px” header_4_font=”Lato|900||on|||||” header_4_text_color=”#b4a69d” header_4_font_size=”16px” header_4_line_height=”1.4em” text_orientation=”center” background_layout=”dark” custom_margin=”||0px||false|false” custom_padding=”||20px||false|false” header_4_line_height_tablet=”” header_4_line_height_phone=”1.3em” header_4_line_height_last_edited=”on|phone” inline_fonts=”Lato” global_colors_info=”{}” custom_padding__hover_enabled=”off|desktop”]Start with a brief discovery to review your mission, IPS, spending needs, and reporting preferences. We\u2019ll provide a clear diagnostic and proposal\u2014so trustees and staff can move forward with confidence.[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ text_font_size=”18px” header_2_font=”|600|||||||” header_2_font_size=”38px” header_4_font=”ABeeZee|||on|||||” text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

Knight Wealth Advisors does not provide legal or tax advice.<\/em><\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/contact-us” button_text=”Begin Your Journey” button_alignment=”center” button_alignment_tablet=”center” button_alignment_last_edited=”off|desktop” admin_label=”Button: About Us” _builder_version=”4.27.4″ custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_border_width=”4px” button_border_color=”rgba(180,166,157,0.53)” button_border_radius=”0px” button_font=”Lato|700||on|||||” button_use_icon=”off” custom_padding=”7px|18px|7px|18px|false|false” hover_enabled=”0″ locked=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#01305f” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#ffffff” button_border_color__hover_enabled=”on|hover” button_border_color__hover=”rgba(204,214,223,0.4)” custom_css_main_element__hover_enabled=”off|hover” custom_css_main_element_last_edited=”on|phone” sticky_enabled=”0″][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” _builder_version=”4.4.3″ background_image=”http:\/\/knightwealthadvisors.com\/wp-content\/uploads\/2020\/04\/Financial-Advisors-windows-background-87white.jpg” parallax=”on” parallax_method=”off” custom_padding=”90px||90px||false|false” top_divider_height=”30px” top_divider_repeat=”2x” top_divider_arrangement=”above_content” top_divider_repeat_tablet=”” top_divider_repeat_phone=”1.5x” top_divider_repeat_last_edited=”on|phone” bottom_divider_style=”arrow3″ bottom_divider_color=”#575757″ bottom_divider_height=”30px” bottom_divider_repeat=”2x” bottom_divider_flip=”horizontal” bottom_divider_arrangement=”above_content” bottom_divider_repeat_tablet=”” bottom_divider_repeat_phone=”1.5x” bottom_divider_repeat_last_edited=”on|phone” border_width_top=”20px” border_color_top=”rgba(204,214,223,0.24)” disabled=”on” global_module=”670″ saved_tabs=”all” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”Lato|700||on|||||” header_2_text_color=”#b4a69d” header_2_font_size=”18px” header_2_line_height=”1.7em” header_3_font=”|700|||||||” header_3_font_size=”40px” header_4_font=”Lato|700||on|||||” header_4_text_color=”#b4a69d” header_4_font_size=”16px” text_orientation=”center” custom_margin=”||0px||false|false” custom_padding=”||10px||false|false” header_2_font_size_tablet=”18px” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”1.4em” header_2_line_height_last_edited=”on|phone” header_4_line_height_tablet=”” header_4_line_height_phone=”1.3em” header_4_line_height_last_edited=”on|phone” header_2_text_shadow_style=”preset2″ header_2_text_shadow_horizontal_length=”0.06em” header_2_text_shadow_vertical_length=”0.06em” header_2_text_shadow_blur_strength=”0.06em” header_2_text_shadow_color=”rgba(0,0,0,0.15)” header_3_text_shadow_style=”preset2″ header_3_text_shadow_horizontal_length=”0.04em” header_3_text_shadow_vertical_length=”0.04em” header_3_text_shadow_blur_strength=”0.06em” header_3_text_shadow_color=”rgba(0,0,0,0.3)” global_colors_info=”{}”]<\/p>\n

Take the Next Step Toward Financial Planning with KWA<\/h2>\n

Where Will Your T.R.A.I.L. Lead?<\/h3>\n

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Main Menu<\/h4>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]Home<\/a>[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]About Us<\/a>[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]<\/p>\n

Who We Serve<\/a><\/p>\n

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Contact Us<\/a><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]<\/p>\n

Our Process<\/a><\/p>\n

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Services We Provide<\/h4>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]<\/p>\n

Asset Management<\/a><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]<\/p>\n

Risk Management<\/a><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]<\/p>\n

Foundation & Institutional Money Management<\/a><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]<\/p>\n

Family Wealth Legacy<\/a><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]<\/p>\n

Getting Prepared<\/a><\/p>\n

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Stages of Financial Planning<\/h4>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]<\/p>\n

New to Financial Planning<\/a><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]<\/p>\n

Wealth Building<\/a><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]<\/p>\n

Pre-Retirement & Retirement<\/a><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]<\/p>\n

Legacy Planning<\/a><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_line_height=”1.2em” link_text_color=”#ffffff” background_layout=”dark” custom_margin=”0px|0px|0px|0px|false|false” custom_padding=”|0px|10px|0px|false|false” global_colors_info=”{}”]<\/p>\n

Business Owners & Entrepreneurs<\/a><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb image=”http:\/\/knightwealthadvisors.com\/wp-content\/uploads\/2020\/04\/Knight_location-lt.png” icon_placement=”left” image_icon_width=”50px” _builder_version=”4.16″ body_link_text_color=”#ffffff” background_layout=”dark” custom_margin=”||0px||false|false” custom_padding=”||20px||false|false” image_max_width=”50px” global_colors_info=”{}” body_link_text_color__hover=”#b4a69d” body_link_text_color__hover_enabled=”on|hover”]<\/p>\n

84 Plantation Dr.
Paducah, KY 42001
Get Directions\u00a0\u2192<\/strong><\/a><\/p>\n

[\/et_pb_blurb][et_pb_blurb title=”Monday – Friday” image=”http:\/\/knightwealthadvisors.com\/wp-content\/uploads\/2020\/04\/Knight_hours-lt.png” icon_placement=”left” image_icon_width=”50px” _builder_version=”4.16″ body_link_text_color=”#ffffff” background_layout=”dark” custom_margin=”||0px||false|false” custom_padding=”||20px||false|false” custom_css_blurb_title=”padding-top: 8px;||padding-bottom: 2px” image_max_width=”50px” locked=”off” global_colors_info=”{}” body_link_text_color__hover_enabled=”on|hover” body_link_text_color__hover=”#b4a69d”]<\/p>\n

8:00AM – 4:00PM<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”Phone:” image=”http:\/\/knightwealthadvisors.com\/wp-content\/uploads\/2026\/02\/Knight_telephoneIcon_footer.png” icon_placement=”left” image_icon_width=”50px” _builder_version=”4.27.4″ body_link_text_color=”#ffffff” background_layout=”dark” custom_margin=”||0px||false|false” custom_padding=”||20px||false|false” custom_css_blurb_title=”padding-top: 8px;||padding-bottom: 2px” image_max_width=”50px” global_colors_info=”{}” body_link_text_color__hover_enabled=”on|hover” body_link_text_color__hover=”#b4a69d”]<\/p>\n

270.744.5191<\/a><\/p>\n

[\/et_pb_blurb][et_pb_blurb title=”Text:” image=”http:\/\/knightwealthadvisors.com\/wp-content\/uploads\/2020\/04\/Knight_phone-lt.png” alt=”Knight Wealth Advisors phone” icon_placement=”left” image_icon_width=”50px” _builder_version=”4.27.4″ body_link_text_color=”#ffffff” background_layout=”dark” custom_margin=”||0px||false|false” custom_padding=”||20px||false|false” custom_css_blurb_title=”padding-top: 8px;||padding-bottom: 2px” image_max_width=”50px” global_colors_info=”{}” body_link_text_color__hover_enabled=”on|hover” body_link_text_color__hover=”#b4a69d”]<\/p>\n

Brad<\/strong>
270-207-9626<\/a><\/p>\n

Sherry<\/strong>
270-216-1699<\/a><\/p>\n

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Securities offered through Raymond James Financial Services, Incl, Member FINRA\/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Knight Wealth Advisors is not a registered broker\/dealer and is independent of Raymond James Financial Services<\/p>\n

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services we provide Foundation & InstitutionalMoney ManagementAsset ManagementRisk ManagementFoundation & Institutional Money ManagementFamily Wealth LegacyGetting PreparedMission Aligned, Fiduciary FocusedWe help foundations, charities, and nonprofit institutions steward assets with clarity, discipline, and transparency\u2014so your portfolio supports your mission today and for generations. Whether you oversee an endowment, operating reserves, or a special purpose fund, we partner […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-66","page","type-page","status-publish","hentry"],"yoast_head":"\nKnight Wealth Advisors | Foundation & Institutional Money Management<\/title>\n<meta name=\"description\" content=\"KWA's Foundation and Institutional Money Management services provide a variety of ways to help charities, non-profits, and institutions manage their assets.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/knightwealthadvisors.com\/?page_id=66\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" 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