Foundations & Nonprofits
Empowering Foundations & Nonprofits to Amplify Impact
Empowering Smaller Foundations and Nonprofits for Lasting Impact
Strategic Guidance to Align Your Mission with Financial Clarity
Where Mission Meets Expertise
Small and mid-size nonprofits, endowments, and foundations face unique hurdles: limited internal resources, higher staff turnover, and the pressure to keep costs under control. At the same time, they must deliver consistent, long-term outcomes while minimizing risk.
Without specialized in-house expertise, these organizations often depend on trusted partners for guidance and support. That’s where we step in—providing the insight and solutions you need to thrive.
How We Serve Nonprofits
Guiding Mission-Driven Organizations Toward Sustainable Success
Mission Driven Organizations
We bring the expertise and resources to help you define clear objectives and create a focused strategy. Our approach integrates an investment plan that reflects your organization’s mission while prioritizing capital preservation, ensuring your values and financial goals work hand in hand.
Fiduciary Responsibility
Acting as a fiduciary means upholding the highest ethical standards and always putting your organization’s best interests first. We ensure transparency through full disclosure and provide ongoing oversight and monitoring, so you can have confidence that every decision is made with integrity and accountability.
Investment Committee Governance
Strong governance is essential for effective oversight. We help establish best practices, ensure comprehensive management of all aspects of your investment engagement, and maintain strict compliance with current regulatory requirements. Overall providing structure, accountability, and confidence in every decision.
Investment Policy Statements
A well-defined IPS provides the foundation for disciplined decision-making. We help craft clear guidelines that outline your organization’s objectives, establish benchmarks, and set asset allocation strategies. Overall, ensuring consistency and alignment with your foundation or nonprofits' long-term goals.
Asset Allocation & Portfolio Construction
We take a disciplined, long-term approach to investing. We design portfolios that not only aim for sustainable growth but also align with your organization’s mission. Our strategies are built to support your goals while managing risk with care.
Partner With Us to Drive Change
Work with us to strengthen your organization’s financial foundation. We’ll design strategies that preserve assets, support your mission, and ensure long-term sustainability.
