Our focus is on furthering your mission in a manner consistent with your vision and values.

We will work with your board of directors, trustees, and/or investment committee to assess your organization’s short-term operational needs and long-term financial goals; develop an Investment Policy Statement consistent with your objectives, values, and risk tolerance; and manage your investment portfolio accordingly with regular communications and reporting to your stakeholders.

We will work with you to assess your organization’s short-term operational needs and long-term financial goals; develop an Investment Policy Statement consistent with your objectives, values, and risk tolerance; and manage your portfolio accordingly.

A FEW THINGS WE CAN HELP WITH

  • Creation and Review of Investment Policy Statement (IPS).

  • Asset Allocation Analysis & Recommendations.

  • Board and Donor Reporting and Education.

  • Risk Management.

  • Creation of Socially Responsible Investing Guidelines.

  • Investment Management.

  • Development of a Long-Term Cash Flow Plan.

RESOURCES FOR NONPROFITS, ENDOWMENTS & FOUNDATIONS

  • April 3rd, 2025|
  • January 6th, 2025|
  • October 3rd, 2024|

HOW CAN WE HELP?

Let us know what’s on your mind! Send a note to our Client Team and we’ll follow up with you as soon as we’re able.

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