Specialized Financial Services for Tribal Nations

Dedicated to improving the financial well-being, economic development, and sovereignty of Tribal communities.

Collaborate, learn, adapt

We work with tribal leaders and business owners to develop consistent systems for accounting, financial reporting, and tracking. Every month, we help tell the story behind your numbers so you:

  • Quickly get up to speed
  • Know exactly how you’re performing
  • Make confident strategic decisions

With this collaborative approach, you get expert guidance and support while growing in your financial literacy.

Building toward a sustainable future

Planning new investments with limited resources is complex and stressful. Decisions can directly impact economic development and the personal well-being of individual Tribe members for generations. 

That’s why we offer forward-looking solutions to help achieve lasting prosperity for individuals, businesses, and the overall Tribe—including: 

  • Tax planning and strategy
  • Retirement planning
  • Investment management
  • Federal grant and loan management

Enhance your Tribe’s financial management

​Don’t leave the long-term financial success and sovereignty of your Tribe up to chance. Train up the next generation of Tribal leaders with our library of free webinars and live trainings covering timely and impactful topics like: 

  • Starting and growing your business
  • Personal and professional financial management
  • Tax preparation and planning
  • And much more…

We’re always adding new hands-on sessions, so check regularly to sign up.

SERVICES

Available services for Tribal businesses

  • Identify relevant federal and state tax credits
  • Side-by-side tax benefit analysis
  • Individual tax audits
  • Financial statement preparation
  • Account reconciliation
  • Monthly financial and compliance reporting
  • Business plan creation
  • Financial forecasting and scenario analysis
  • Grant and loan management
  • Tribal fiduciary consulting
  • Investment management
  • Retirement planning

(Chief Financial Officer)
Work with our team of CPAs, executive leadership consultants, and long-term wealth advisors—for a cost-effective (but equally powerful) alternative to a full-time CFO.

TEAM

Advisors who understand Tribal Nations’ unique need

Tax, accounting, and financial planning services that grow Tribal wealth while preserving sovereignty and culture. 

Tribes

DISCLAIMER: Investment Design Management LLC (“IDM”) is a registered investment adviser in the State of Oregon. IDM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by the State of Oregon. IDM may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. IDM’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.

Accordingly, the publication of IDM’s website on the Internet should not be construed by any consumer and/or prospective client as IDM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from 'IDM'. Individualized direct responses to a prospective client that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption from registration in the state where such prospective client resides.

For information pertaining to the registration status of IDM, please contact the United States Securities and Exchange Commission on their website at or the state securities law administrators for the State of Oregon. ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED TO THIS WEBSITE.