Clearly focused on the needs of nonprofits

SPG Fiduciary Partners has exclusively focused on providing both discretionary and non-discretionary consulting services to associations, their related foundations, and accrediting/credentialing organizations for over 20 years. Today, our team manages over $1.7 billion in client assets. Clearly, it demonstrates our dedication to serving non-profits and the intimate understanding we have of their needs and concerns. We build enduring partnerships one client at a time by maintaining an unwavering commitment to serve them with integrity, transparency, and respect. Most, if not all, come to view us as an extension of their team.

Team Photo

Meet our Financial Team