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Investment Allocation Complete this form to recommend an investment allocation for your donor advised fund. NATU retains exclusive legal control over contributed assets. All decisions related to investment
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To fill out investment allocation on nptiphiviewcom, follow these steps:
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Log in to your account on nptiphiviewcom.
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Navigate to the investment allocation section.
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Review the available investment options and their details.
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Consider your financial goals, risk tolerance, and investment horizon.
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Allocate a percentage or dollar amount for each investment option based on your desired asset allocation.
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Make sure the total allocation adds up to 100% or the desired target allocation.
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Save your changes and review the summary of your investment allocation.
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If satisfied, confirm and submit your investment allocation.
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Keep track of your investments and periodically review and adjust your allocation as needed.
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