"Meritam's goal is to introduce the financial reform and innovation occurring in other parts of the financial services industry to the world of nonprofits."
NEW YORK, NY, May 20, 2016 /24-7PressRelease/ -- In|Vest 2016 - Innovations in Investing, Saving & Advice - includes a panel on the next generation of investment platforms that are targeting more narrow markets than the first generation. This panel will look at new markets, business models and outlooks for the latest software based investing platforms. Along with Sharon Liebowitz of Meritam, Jane Barratt of Goldbean, and Ramona Ortega of My Money My Future, will be joining April Rudin on June 17th in NYC. @InVest_2016
"Meritam's goal is to introduce the financial reform and innovation occurring in other parts of the financial services industry to the world of nonprofits," said Sharon Liebowitz, CEO of Meritam Investments. "There are $4 trillion of assets held by nonprofits. If you figure they are spending 2 percent in fees, that's $80 billion a year. That's a tremendous opportunity."
Meritam (www.meritam.org) is a high quality, low cost, software based investment advisor for nonprofits. Its unique platform provides efficient investment strategies designed specifically for nonprofit reserves and endowments.
# # #