Giving Back

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.