Your organization serves a critical mission in the community. Fulfilling this mission strengthens the fabric of the communities in which we live and work. Prudent investment management and advice from a trusted partner ensures the long-term mission of the organization is preserved. Equally important, nonprofit boards have a duty of care to protect their financial assets. In addition to advising on and managing the investment portfolio, we provide customized reporting and sophisticated analyses.
When we manage your assets, we take the following investment approach.
Beyond investment management, we provide nonprofit boards with investment policy review, revision and drafting. We also provide regulatory and fiduciary counsel, planned giving advice and financial mission support. When appropriate, we are experienced with adding alternative investment classes and ESG strategies to nonprofit client portfolios.
Contact our nonprofit team for an introductory meeting.
Our track record is unparalleled, and we are passionate about doing the right thing for our clients. Our only products are advice and service. Through our experiences of both chairing and participating on nonprofit boards there are few challenges we have not faced.
Our fiduciary responsibility to your organization and its investment funds is our highest priority. We believe the following:
Without well served clients, we don't have a business. As an employee-owned firm, this truth is more than a platitude. It is cultural.