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 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.

Investing in social enterprises: purpose and profit

Asking the right questions

Businesses are not sharing the wealth with workers

Key takeaways from second quarter earnings season so far

The strategic side of debt
Why debt reduction should support – not define – your wealth strategy

Could private equity strengthen your retirement plan?
New legislation has expanded access to alternative investments in retirement accounts. Here’s what you should know.

Higher yields: Put money to work

Markets contend with uncertainty, but fundamentals remain the key driver

What’s at stake for the Federal Reserve
Information & insight
Giving conditionally
Selling your business to those who helped you build it
How an employee stock ownership plan offers a tax-advantaged path to succession
Investing in social enterprises: purpose and profit
Asking the right questions
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