Solutions to empower your mission and vision
Set the Right Course for Your Mission
You want to extend your reach and take your mission to new heights. A focused, disciplined investment approach is the key ingredient in achieving long-term positive impact for the people who need it the most.
We’ll help you and your board prioritize investment objectives and provide the know-how to ensure harmony between investment strategy and philanthropic vision.
Energize a Passionate, Capable Team
Propelling an organization forward relies on your strengths and talents and those of your donors, professionals and volunteers. Your investment committee is key to sustaining financial strength, and the board provides the critical leadership and perspective necessary to keep the organization on track.
Whether you need help designing and implementing an investment policy, educating committee members or assessing progress, we’re in your corner.
Maximize Your Impact on the Community
Your organization’s financial health is just one critical factor affecting its future stability. You also need a team that can generate the most positive impact possible for your community. We’ll provide the resources and strategic perspective you need to scale, thrive and further your purpose.
Your vision will evolve into reality
It’s possible when you partner with our team. We can help take your nonprofit to its next level.
Develop an Effective Investment Policy Statement:
Does your current investment strategy reflect your organization’s purpose? We’ll help you and your investment committee design working guidelines specific to your needs, goals and risk-profile. Together, we’ll set clear monitoring and rebalancing policies, evaluate performance and provide data to help you make confident investment and resource allocation decisions.
Intelligently Manage Your Investment Portfolio:
Your financial reserves are the core of your organization’s financial health. Leverage our team of experienced investment professionals to design, engineer and implement an investment portfolio consistent with your nonprofits values, purpose and objectives. We’ll monitor progress and make necessary adjustment to ensure you’re always on track.
Fulfill Your Fiduciary Duty:
Now more than ever, it’s vital for your board of directors to fully understand its fiduciary responsibilities and practice ethical governance of your organization’s reserves. Education is paramount and we’ll help keep your board up to date on the latest developments relating to nonprofits.
Secure Your Reserves with Cash Management Strategies:
Building financial sustainability is a challenge for many nonprofit organizations, but it’s achievable with the right cash management strategies. Work with our team to identify efficient, savvy methods for building your cash reserves — such as tapping new funding opportunities, better managing cash inflows and outflows, and making operational improvements.
Deepen Your Bench of Expertise:
When you partner with our team, you receive far more than investment advice — you benefit from the knowledge and resources of professionals with broad experience across the nonprofit space. Whether you require strategic, long-term financial planning or an outside perspective to advise your investment committee, we’re ready to be a true partner.