Non-profits and endowments

To fund their missions over time, nonprofit organizations require financial stability, supported by a reliable portfolio and consistent returns. Our team has experience supporting double-bottom-line, value-driven business models for nonprofits, endowments and foundations. We are dedicated to furthering the financial goals of our clients as best we can. Our founder and our team have experience in managing small to multi-million dollar budgets at non-profits, board experience, and legal experience ranging from tax matters, employment, corporate to litigation.

We provide strategic guidance to strengthen your finance office in order to manage assets effectively. Whether you need assistance with planning, strategy, asset allocation, investment research or stewardship responsibilities, we will work alongside you to develop plans align with your corporate and philanthropic endeavors. Our advisors provide independent research and investment strategies to prudently develop a portfolio designed to support your needs while managing risk, while keeping stay abreast of the latest tax regulations and investment trends.

Its our bandwidth that keeps you up to date with capabilities to help ensure your strategy is as streamlined as possible.

Services include:

  • Investment policy review and investment policy statement (IPS) preparation
  • Asset allocation and guidance
  • Investment manager research and selection when you need more than just us
  • Performance reporting
  • Retirement plan selection and advisory
  • Consulting and education
  • Risk management