As a nonprofit, you face unique challenges—ensuring long-term financial sustainability, balancing mission with financial returns, and managing funds in alignment with your values. We understand these pressures. With a focus on responsible investing, we ensure your investments reflect your organization’s values while optimizing for long-term performance and risk management. And because we believe in supporting the causes that matter, we donate up to 5% of our annual sales to nonprofit and community organizations—a commitment that sets us apart in the investment advisory industry.
Specialized Services to Empower Your Work
Your mission drives your decisions, and we’re here to support you every step of the way with the following services:
Investment Strategy & Oversight
- Customized asset allocation strategies based on your goals, risk tolerance, and time horizon
- Rigorous investment manager selection and ongoing due diligence
- Quarterly performance reporting and reviews within three weeks of quarter-end
- Regular rebalancing to maintain alignment with your investment policy
Fiduciary Partnership
- 100% fiduciary commitment to all nonprofit clients
- Board and investment committee education on fiduciary responsibilities
- Development and monitoring of comprehensive Investment Policy Statements
- Independent, conflict-free investment recommendations (no proprietary products)
Mission-Aligned Approach
- Integration of responsible investing criteria into investment selection and monitoring
- Flexible engagement models—both discretionary (OCIO) and non-discretionary advisory services
- Customized benchmarking aligned with your specific investment goals
- Strategic guidance for balancing financial sustainability with mission fulfillment
Additional Specialized Services
- Cash flow management and liquidity planning
- Performance history reconstruction
- Asset/liability modeling for long-term institutional planning
- Clear, transparent reporting through our partnership with Charles Schwab and Black Diamond
Institutional and Nonprofit Advisory Team
Our experienced team, with members who have served on nonprofit boards and investment committees, is committed to helping you navigate the complex investment landscape, working with you as a fiduciary partner to build a tailored strategy that supports your mission.
