An unequivocal focus on the fiduciary demands of nonprofits
There are many institutional organizations in Washington, D.C., and there is certainly no shortage of financial advisory firms willing to serve them. The distinction that sets us apart is that we do so under contract, committed to act in your best interest and provide conflict-free strategies. 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 operateComprehensive 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.
insights
High inflation is never good, but markets have been overreacting
Market volatility is a normal feature of long-term investing
Odds and ends
Why the uptick in inflation isn't the start of a new trend
Webinar replay - The next level up
Should I stay (Short-Term) or should I go (Long-Term)?
Employment shows no signs of letting off
Advising nonprofits is our sole mission, enabling us to focus our considerable capabilities and experience on this one specific discipline.”
Arun Sardana, CIMA®
We provide the kind of proactive advice and responsive client service you may not always get from a larger or out-of-area advisory firm.”
Adam Proger, CFA, CIMA®
We not only understand the business of nonprofits well, we listen well to really get to the heart of your priorities, needs and concerns.”
Paul Grambsch
Information & insight
High inflation is never good, but markets have been overreacting
Market volatility is a normal feature of long-term investing
Don’t let estate blunders get in the way of your wishes
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