Nonprofits & Foundations


Nonprofits & Foundations

Many financial professionals tend to treat nonprofits and their portfolios like a turnkey product, which works well for the professional, but not for the client.

You drive everything we do. From the start, we work with you – side by side – to chart a business plan that serves your organization’s missions and goals. Then, we educate you every step of the way.We believe that effective communication is the cornerstone of a robust and prosperous relationship. We focus on you, listen to you, speak your language, and make sure you know everything necessary when it’s time to report back to your board.


Financial outsourcing can help you reach your goals

As investing becomes more complex, it becomes increasingly difficult to make the right choices. We can help ensure the right staff, systems, and expertise are in place through our institutional consulting. Our OCIO Outsourced Chief Investment Officer service shifts that burden to us, allowing nonprofits to pour their passion into fulfilling their mission.

Outsourced Chief Investment Officer Services

Investment Policy Statement

Financial Outsourcing Communication and Reporting


Goal-Based Management of Institutional Portfolios

Our Services Are

  • Based on your personal needs and circumstances
  • Focused and disciplined with an emphasis on trust, integrity, expertise, and service
  • Designed to mitigate the amount of loss sustained during a market decline while optimizing overall investment returns
  • Based on unbiased, professional experience