Comprehensive guidance for nonprofits

Comprehensive guidance for nonprofits

Nonprofit organizations require financial stability, supported by a reliable portfolio and consistent returns, to fund their mission over the long term. Our team has experience supporting values-driven business models for nonprofits, endowments and foundations, and we make it our mission to further the financial goals of our clients as best we can.

We offer strategic guidance to strengthen your finance department and help your organization manage its assets efficiently. Whether you need assistance with planning, strategy, asset allocation, investment research or stewardship responsibilities, our team works alongside your own to develop plans that are designed to align with your corporate vision and philanthropic endeavours.

Our advisors provide independent research and investment strategies to prudently develop a portfolio designed to support your needs while managing risk. We stay abreast of the latest tax regulations and investment trends, utilizing the bandwidth of our capabilities to help ensure your strategy is as streamlined as possible. In the end, our goal is to offer investment guidance and prudent portfolio management – with your mission in mind.

Services Include

  • Investment policy review
  • Asset allocation guidance
  • Investment manager research and selection
  • Performance reporting
  • Retirement plan selection and advisory
  • Consulting and education
  • Risk management
How to maximize your impact through long-term support.
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Estate & Giving
Building a long-term pipeline may deliver the confidence your organization needs.
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Business Ownership
403(b) plans are only available for employees of certain nonprofi...
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Retirement
How interest is calculated can greatly affect your savings. The m...
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Savings & Investments