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

related resources

Revive Your Retirement Savings

Revive Your Retirement Savings

08/05/2020
11 ways to step closer to the future you envision.
Retirement & Longevity
Is It Time for a Change of Plan?

Is It Time for a Change of Plan?

08/04/2020
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity
The Twists and Turns of Social Security

The Twists and Turns of Social Security

07/23/2020
This all-important retirement income source is tricky, especially around times of transition.
Retirement & Longevity
Retiree in Training

Retiree in Training

07/15/2020
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Took Your 2020 RMD? IRS Offering Relief via Rollover Option

Took Your 2020 RMD? IRS Offering Relief via Rollover Option

06/29/2020
Taxpayers who took RMDs as early as January 1 now have the option to roll the funds back into a retirement account by the end of August.
Retirement & Longevity
5 Considerations for Your Social Security Strategy

5 Considerations for Your Social Security Strategy

06/03/2020
As you prepare to start claiming benefits, be sure to ask yourself these questions.
Retirement & Longevity
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2020 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use