Here for you at every turn

Not-for-profit organizations require financial stability supported by a reliable portfolio and consistent returns to fund their mission over the long term. Our team has experience providing values-driven investment models for not-for-profits, endowments, and foundations. Our goal is to take away the stress and unknowns of investing so that your staff can work more efficiently towards furthering your mission.

Services Include:

  • Endowment Management
  • Investment Account Management
  • 403(b)
  • SIMPLE IRA

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