Comprehensive guidance for nonprofits

Over the years, our team has dedicated much of our time and expertise to helping local non-profits with financial matters particular to non-profit organizations. We have enjoyed serving as board members, volunteers, donors and advisors for a number of local organizations. Beginning in January 2016, we will be hosting a series of breakfast seminars for individuals involved in these types of organizations. The breakfasts will be held every third Thursday of the month throughout the year in an effort to better equip these organizations with the knowledge and resources needed to best meet their unique goals. We welcome anyone who may benefit from the information shared at these seminars and would be glad to meet with them on an individual basis as well.

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 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.

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.