Comprehensive guidance for nonprofits
Nonprofit organizations require 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
We make it our mission to assist your organization by providing a team with experience and dedication. We support your finance office and help your organization manage its assets efficiently. Whether you need help with planning, strategy, asset allocation, investment policy, or stewardship, our team works with yours to develop plans that are designed to align with your corporate vision and always with your mission in mind.
Services Include
- Investment Policy Review
- Asset Allocation Guidance
- Investment Manager Research and Selection
- Performance Reporting
- Retirement Plan Selection and Advisory
- Consulting and Education
- Risk Management
