We proudly serve the employees of two of Battle Creek’s biggest landmarks, Kellogg Company and DENSO, among others.

 

Helping
nonprofits thrive

We appreciate the altruistic mission of nonprofit organizations and the importance of making socially responsible investment decisions that reflect your values. We are experienced in addressing the complex financial issues you face, such as cash flow, risk management and tax liability.

Our objective is to offer your organization a conservative investment approach designed to carefully manage growth while preserving assets. We will address all aspects of your financial needs by collaborating with your directors, board members and other professional advisors such as trustees, attorneys and CPAs.

In addition, we can assist you in providing benefit plans for your executives and associates. The services we offer include:

  • Retirement plans advisory services
    • 403(b) plans
    • Defined benefit plans
    • Nonqualified plans
    • Retirement plan benchmarking
    • Assistance with Investment Policy Statement design and monitoring
    • Assistance with Education Policy Statement design and monitoring
    • Employee education and planning
  • Investment consulting and management
    • Endowments
    • Foundations
  • Corporate cash management
  • Executive wealth management

 

 

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