Comprehensive Services for Nonprofits
Nonprofit organizations need financial stability, supported by a reliable portfolio and consistent returns, to fund their mission over the long term. Our team has experience supporting values-driven business models for nonprofits, endowments, and foundations, and we make it our mission to further the financial goals of our clients as best we can.
We offer strategic guidance to help strengthen your organization’s operations and manage its assets efficiently. Whether you need assistance with planning, strategy, asset allocation, investment research, or stewardship responsibilities, our team will work alongside your own to develop plans that are designed to align with your corporate vision and philanthropic endeavors.
We offer strategic guidance to help strengthen your organization’s operations and manage its assets efficiently. Whether you need assistance with planning, strategy, asset allocation, investment research, or stewardship responsibilities, our team will work alongside your own to develop plans that are designed to align with your corporate vision and philanthropic endeavors.
FOCUSED SERVICES INCLUDE:
- Providing Information to Assist You With Investment Policy Review and Development
- Asset Allocation Guidance
- Investment Manager Research and Selection
- Performance Reporting
- Retirement Plan Selection and Advisory Services
- Consulting and Education
- Risk Management Strategies