Nonprofits such as foundations and endowments come to us for insightful financial guidance so they can focus on their altruistic missions. We help ensure that they have a well-defined wealth management plan, beginning with the assistance in creating an Investment Policy Statement designed to bring continuity to their decision-making even as committee members and fiduciaries change.
We employ a conservative investment approach to pursue their objectives for careful growth and asset preservation, and address other important needs, such as cash flow management, risk management and tax liability. Our team collaborates with their directors, board members and other professional advisors such as trustees, attorneys and CPAs to monitor expenses and adhere to a client-first mentality. We are proud to play an important role in helping the organizations that benefit our communities.