Non-profit organizations require financial stability, meaning a reliable portfolio and consistent returns. The mechanisms of managing the portfolio are the same – investment markets, how to approach asset diversification, risk assessment. The difference is identifying what is important to the mission of the organization, what resources are available and what threats could impact all of that. Building a long term future is like building a facility. As your architect, we seek to design for the mission, but also ensure durability and flexibility.
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 portfolio 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.
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.
Our team has experience supporting values-driven business models for nonprofits, endowments and foundations.
