Vigilant stewards of institutional assets

Serving nonprofits is our total focus and sole mission – providing prudent stewardship, objective advice and proactive engagement, all with complete transparency and a concierge level of client service.

The nonprofits we generally serve have investible assets of $10 million to $50 million. It’s a range we believe best fits with our boutique style of personal guidance and service. It makes us an ideal choice for nonprofits that don’t want to be overlooked at larger firms that focus more on their higher-asset clients.

As a client of SPG Fiduciary Partners, you’ll always know that our focus is on you – and that we understand your world, your issues and your concerns. We have the knowledge to address them all, and provide the customized financial and fiduciary strategies you and your organization need.

Do any of your personal relationships or outside business interests violate the fiduciary duty of loyalty as recognized by state nonprofit and federal tax laws?

We take the time to explain the how, what and why behind our actions and recommendations, so that you and your management team are on board and fully informed.

You’ll also appreciate that we are always available to you, communicating regularly to help keep your investment portfolio aligned with your revenue model and market fluctuations. With our proactive engagement through good and bad markets, we want you to consider us as your partners and an extension of your office, not just consultants.