The right kind of professional advice can help your organization thrive. While our clients have wide-ranging needs, they all look for a trusted and responsible partner to help meet their goals in alignment with the mission of the organizations they serve.

Backed by the resources of Raymond James and the dedicated Institutional Consulting Services team who supports us, we help nonprofits and endowments deliver all aspects of investment consulting from investment policy statement development and investment research to help with requests for proposals, and oversight.

An objective approach.
Our team tailors our guidance and services to each specific need, and we are committed to creating a custom investment plan aligned with your organization’s mission and goals. We believe insightful financial guidance begins with an investment policy statement designed to bring continuity to decision-making even as committee members and fiduciaries change.

A collaborative process.
Our disciplined approach to investment management allows you to focus on meeting your mission. With access to institutional-class managers and an independent due diligence process and research, we provide a high level of investment insight and strategic thinking. We coordinate with directors, board members and other professional advisors such as trustees, attorneys and CPAs to help you monitor expenses so that you are able to meet your obligations as a fiduciary.

Continued resources and support.
Our work continues as we provide ongoing guidance, monitoring, customized performance reporting and attribution analysis, which allows us to adapt to market conditions and organization objectives. In accordance with our conservative philosophy, we adhere to well-established fiduciary standards* backed by our already meticulous process as we approach every decision with discipline, transparency and control.

*As defined by the Investment Advisers Act of 1940, as amended.