The work you do is critical to the well-being of our community – thank you! Our goal is to help you responsibly manage your resources and design a risk-optimized portfolio that supports your funding requirements.
We provide education and support to help your board of directors confidently fulfill their fiduciary responsibility. Our team has firsthand experience serving on nonprofit boards, giving us deep knowledge of your unique needs.
Comprehensive services designed for nonprofit organizations.
Risk-optimized portfolios designed to support your funding requirements.
ESG and socially responsible strategies tailored to your mission.
Support and education to help your board fulfill fiduciary responsibilities.
Financial support and reduced fees as part of our commitment to nonprofits.
As a firm, we provide consistent financial support to several of our nonprofit clients as well as a reduced investment management fee. We are inspired by the work you do and are driven to help maximize your efforts.
Our team is active in the community and has experience sitting on nonprofit boards and finance committees. This gives us firsthand knowledge of the specific needs and expectations placed on your board members.
Tailored solutions for nonprofit investment and board governance.
Strategic guidance on managing your organization's assets responsibly.
We help develop, update, and monitor your Investment Policy Statement.
Education and tools to help your board members understand and oversee investments.
Strategies specifically designed for nonprofit investment policy requirements.
Advisors with firsthand nonprofit board and finance committee experience.
Reduced management fees and direct financial support for client nonprofits.
For interested nonprofits, we offer a socially and environmentally responsible investment strategy that allows for further customization specific to your organization's investment policy. Your portfolio can reflect your mission while still meeting your financial needs.
Answers to questions we hear from nonprofit organizations.
Discover how we can help your nonprofit organization invest responsibly while staying true to your values.
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