As an independent advisor, your time is precious. Reclaim your time and efforts with the resources of a Registered Investment Advisor. Let us support you and your clients with knowledge and experience to help you provide a more robust investment management offering.
Nonprofit Investment Management
When you manage investment decision-making for a charity, endowment, foundation, or municipal organization, your focus is bigger than just the numbers. It’s about creating a lasting plan to support your organization’s mission both now and in the future.
Our tailored institutional investment solutions can provide your organization guidance through Investment Policy Statement creation or enhancement, tax consulting or loss harvesting, asset allocations, risk management considerations, board member and trustee education, and much more.