We Specialise in
Investment & Financial Planning for Non-Profits
In the Press
Why Us?
Non-Profit Investment Policy Statement (IPS)
We'll work with your board to create your Investment Policy outlining in detail, your organization's, long-term return goals, risk tolerance, investment timeline, tax picture, and investment constraints.
Customized Investment Planning
With access to a wide array of financial products, alternatives, and unique expertise for Investment Planning of Non-Profits, we're able to create and manage customized Investment portfolios right for your organization's financial goals.
We pursue investment excellence on behalf of Non-Profits