A singular focus on the demands of non-profits

There’s no monopoly on investment consulting services in Washington DC. What differentiates SPG Fiduciary Partners from other investment advisory firms is our deep understanding of non-profits, the resources behind our team, and our ability to customize our work. We understand the complexities of working with volunteer committees and the importance of clear, actionable information. In an industry often mired in jargon, we believe there is beauty in simplicity—and we make that a priority in every interaction. Our objective is to give you the confidence to manage your fiduciary duties, while allowing you to retain the organizational control and engagement you want.

How we operate

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.