Solid advice specific to nonprofits
Our region is populated with nonprofit organizations dedicated to worthy missions, which is a testament to the caring nature of this community.

Questions to consider:

  • Are your investments overexposed to risk?
  • Could expenses be curtailed?
  • Is your asset allocation still appropriate?

Count on us for answers.

Nonprofit organizations such as foundations and endowments count on us for insightful investment guidance – from strategy development and investment research to customized performance reporting and oversight.

We begin by assisting in developing or reviewing their Investment Policy Statement, designed to bring continuity to the decision-making even as committee members and fiduciaries change. We then employ our conservative investment approach to pursue their objectives for careful growth and asset preservation.

We address other important needs, such as cash flow management, risk management and tax liability. Our team collaborates with your directors, board members and other professional advisors such as trustees, attorneys and CPAs to monitor expenses and address fiduciary responsibilities.

_______ “More important than the will to win is the will to prepare.” – Charlie Munger –
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