Nonprofit Organizations

Invest with purpose. Grow your nonprofit's potential.

Every dollar entrusted to your non-profit fuels your mission: That's why we take a customized approach, ensuring your organization has the financial resources it needs to thrive.

Beyond Fundraising - Strategic Cash Management for Non-Profits: We understand the unique challenges non-profits face, and we'll work with you to develop a plan that balances security, risk, and maximizing your impact.

Room for Growth?

According to MIT Sloan School of Management, only 11.2% of nonprofits hold investment accounts. That means nearly 90% of nonprofits aren’t putting their funds to work and are hampering their ability to achieve their mission.

Our process

Develop an Investment Policy Statement (IPS).

We help you and your Board of Directors/Finance Committee by designing the parameters for the investment program. We ensure the funds are invested to match the organization’s risk limits.

Understand capital needs and timing.

In an advisory capacity, we work alongside you to understand the unique capital needs of the organization and how to best deploy an investment program.
We balance liquidity needs within the context of a longer-term strategy.

Implement a strategy.

We invest your funds in line with the strategic asset allocation laid out in the IPS. The portfolio is constructed to optimize projected returns with the appropriate levels of risk.

Monitor performance.

We monitor your portfolio’s performance relative to the assigned benchmarks while continually assessing the effectiveness of the investment program.