We have a belief in giving back to the community. We also know that operating a successful not-for-profit organization is complex, and unexpected financial losses can threaten the survival of the organization.
As an independent financial firm, we are committed to providing not-for-profits, foundations, and endowments with innovative strategies that will help you achieve your specific objective.
We offer a full range of services that include:
- Developing an investment policy statement
- Wealth management using asset allocation
- Flexibility to choose from a broad range of investment choices
- Performance management
- Fiduciary responsibility
- Financial reporting
- Online access
- Meet with your finance committee on an ongoing basis
- Communication and education
Working with us will give you the time to focus on your core mission and the most important initiatives of your organization.