Nonprofit Investment Management

Nonprofit organizations require financial stability, supported by a reliable investment portfolio and consistent returns, to fund their mission over the long term. Our team has experience supporting value-driven business models for nonprofits, endowments and foundations, and we make it our mission to further the financial goals of our clients.

We offer strategic guidance to strengthen your finance office and help your organization manage its assets efficiently. Whether you need assistance with planning, strategy, asset allocation, investment research or stewardship responsibilities, our team works alongside your own to develop plans that are designed to align with your organizational vision and philanthropic endeavors.

Our advisors provide independent research and investment strategies to prudently develop an investment plan designed to support your needs while managing risk. We stay abreast of the latest economic events investment trends, utilizing the bandwidth of our capabilities to help ensure your strategy is as streamlined as possible. In the end, our goal is to offer investment guidance and prudent portfolio management – with your mission in mind.

SERVICES INCLUDE

• Investment policy review
• Asset allocation guidance
• Investment manager research and selection
• Performance reporting
• Consulting and education
• Risk management