Innovative Solutions for Nonprofits

Balancing the need to grow a portfolio while monitoring risk is a time-consuming responsibility. Your organization needs an investment manager you can trust to provide innovative investment solutions and consistent growth, so you can focus on your organization’s mission.

We help our nonprofit clients achieve their objectives with a comprehensive investing strategy. We consider all things that are important to your organization such as portfolio objectives, short- and long-term liquidity needs, spending policy, and acceptable volatility and risk. Educating you and your committee on your fiduciary responsibilities is another element of our service model. Learn more about how we work with nonprofit clients here.