The work you do is critical to the well-being of our community – thank you! Our goal is to help you responsibly manage your resources and design a risk optimized portfolio that both supports your funding requirements and is in alignment with your organization’s values. For interested nonprofits, we offer a socially and environmentally responsible investment strategy that allows for further customization specific to your organization’s investment policy.
What’s more, we provide education and support as it relates to understanding the mechanics of your investment portfolio so that your board of directors can confidently fulfill their fiduciary responsibility. Our team is active in the community and has experience sitting on nonprofit boards and finance committees, giving us firsthand knowledge of the specific needs and expectations placed on your board members.
As a firm, we provide consistent financial support to several of our nonprofit clients as well as a reduced investment management fee. We are inspired by the work you do and are driven to help maximize your efforts.