Nonprofits and foundations

WE OUTSHINE WITH BOARD-EXPERIENCED ADVISORS WHO HELP ELEVATE YOUR MISSION

MAKE YOUR DOLLARS DO MORE FOR YOUR MISSION

High-performing nonprofits need a financial partner with experience on both sides of the table. Having served in decision-making roles on nonprofit boards, we are uniquely positioned to customize our approach to help you deliver on your mission.

YOUR MISSION IS OUR DESTINATION

We bring robust governance and savvy investment strategies that help ensure your investments not only align with but also advance your mission. We partner with our clients on:

Governance
We provide strategic leadership on the roles and responsibilities of key players, and the processes for making decisions that will advance a nonprofit’s mission.
Investment Policy Statements (IPS)
Establish clear guidelines to govern assets and help your board and leadership team meet its fiduciary duties with consistent and informed decision-making.
Portfolio management
Customize investment plans to meet your organization's cash flow requirements, support growth, and help achieve your long-term goals. We can include and exclude specific securities to ensure your oganization's investments don't conflict with its mission.
Performance reporting
Deliver quarterly reports that are secure, easy-to-read, and accessible online, present portfolio perfomance at regular board meetings, and review the IPS annually. 
Fiduciary education
Offer ongoing fiduciary and investment education to help your board remain stewards of the organization and public trust through white papers, market commentary, and events.
Added services
Serve as ambassadors of your organization, from support for fundraising events to introducing potential donors and selection of trustees and management of donor advised funds.
Relationships are our most important investment.
Connect with a skilled investment advisor.