Helping nonprofits
fulfill their worthy causes

It is important to have an investment strategy designed to generate strong returns, growth and income. In effect, their invested capital can serve as their biggest donor. Generating higher returns is like finding increased donor revenue.

It’s been our experience that smaller foundations are often overlooked by bigger firms and, as a result, may have received insufficient financial guidance in the past. We recognize the need for financial rework to put them on a better path, pursue their objectives for asset growth and preservation, and address other important needs, such as cash flow management and risk management.

We can work closely with their directors, board members and other professional advisors such as trustees, attorneys and CPAs to monitor expenses and adhere to a fiduciary standard of care. We can help groups create and monitor an investment policy. We are proud to play such a meaningful role in the financial well-being of worthwhile organizations dedicated to improving their communities and the lives of its people.

Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected.