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

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 corporate vision and philanthropic endeavors.

Our advisors provide independent research and investment strategies to prudently develop a financial plan designed to support your needs while managing risk. We stay abreast of the latest tax regulations and 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
  • Retirement Plan Selection and Advisory
  • Consulting and Education
  • Risk Management

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss.

Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

Our team has experience supporting values-driven business models for nonprofits, endowments and foundations.