As independent registered investment advisors with a focus on the non-profit sector, we help non-profits with: endowment & cash reserves management, fundraising and stewardship of resources, and assisting the board in navigating their fiduciary obligations.
not only from serving them as clients, but because we have participated on non-profit boards for decades as volunteers. We look to help board members gain a comprehensive understanding of their fiduciary obligations; achieve an integration of fundraising and financials, and align their entity’s goals and mission with their investment portfolio.
We follow a planning-first approach, meaning we do not charge fees for board education or financial planning work. Additionally, our investment advisory services often result in significantly lower cost portfolios. We have designed our services from your perspective and always strive to sit on your side of the table.
Endowment & Cash Reserves Management
Fundraising and Stewardship
Fiduciary Obligations