Addressing the unique objectives of 501c(3) organizations

Foundations, endowments and nonprofits come to us for insightful guidance so they can continue with their important work. Our team collaborates with their directors, board members and other professional advisors such as trustees, attorneys and CPAs to monitor investments and expenses, while adhering to a fiduciary standard of care.

We help them define their mission, create their statement of values, and develop a skill matrix of board members to identify and fill any needs. We also create a well-defined financial plan, beginning with an Investment Policy Statement designed to maintain continuity even as their committee members and fiduciaries change over time.

To pursue their objectives for careful growth and asset preservation, we employ a conservative investment approach, and address important needs such as cash flow management, risk management and tax liability.