Nonprofit Organizations

Nonprofit
Organizations

 

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.

Learn more about our designation as a CEFEX-certified investment adviser
MRA Associates Work-From-Home Policy

3/18/2020 – MRA Associates cares about the health and safety of our clients, our MRA team members and their families, and the community. As we continue to navigate this pandemic and do our part to slow the spread of COVID-19, we have implemented a work-from-home policy.

Our firm is well prepared to continue to serve, support, and advise our clients. Team members have remote access to all systems and processes to ensure continued normal business operations. Please help us to do our part by using telephone and video conferencing for meetings with us until the threat of contagion is significantly reduced.

As your trusted financial partner, we are monitoring the current economic environment, discussing approaches to short-term challenges, and developing innovative solutions. Please know that we are available to you for all of your needs and concerns. Please do not hesitate to reach out to our team if you have any questions.

(800) 222.1232

MRA Associates