Nonprofits

Nonprofit organizations face many unique challenges in today’s economic environment.  We can help make sure growing and safeguarding your investment portfolio is not one of them.    

We initially meet with your board and investment committee to ensure we understand your cash flow needs and risk tolerances.  Based on these discussions, we help you develop comprehensive investment and spending policies tailored to your organization’s unique mission.  Only then do we design and implement a customized portfolio strategy for your investment accounts. 

Because we want to be a valued long-term partner to your organization, we are always available to attend meetings of your board, conduct educational seminars for your donors and prospective donors, and help you identify and take advantage of potential fundraising opportunities.