Nonprofit Organizations and Institutions
We serve more than 1,000 institutions, overseeing ~$98 billion in assets. With decades of experience and team members who are active in nonprofits, we understand the unique challenges and opportunities organizations face.
Leverage a proven track record of generating excess returns through asset allocation and portfolio implementation, along with our unique sourcing capabilities and relationships with external asset managers.
We provide responsive, timely service while delivering resources, market insights, and global capabilities that can help your organization save valuable time.
Our Relationship with Clients. We act as an investment adviser or as a broker depending on our relationship with you, and may act as both for some clients. Our role and obligations will vary depending on the capacity in which we act. Where we act as an investment adviser, our primary role is to give you advice, help you manage your investments or help you hire another adviser to do so. Where we act as a broker, our primary role is to execute trades for you based on your instructions and any advice we give you is incidental to our brokerage services. How we are compensated by you (and sometimes by issuers or managers of investments who compensate us based on what you buy) and how your Private Wealth Management team is compensated will vary depending on whether you have an advisory or brokerage account and on the investments we or you make in your account, and may change over time. Goldman Sachs & Co. LLC (“we,” “us,” and “GS&Co.,” and together with its affiliates, “Goldman Sachs” or “GS”) is registered with the Securities and Exchange Commission (“SEC”) as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). We predominantly offer investment advisory and brokerage services to retail investors through our Wealth Management business unit, which includes Private Wealth Management (“PWM”). Investment advisory and/or financial counseling services may be provided by GS&Co., an affiliate, or an external manager under the wrap program sponsored by GS&Co. Brokerage services are provided by GS&Co.
Entities Providing Services.
The below entities are affiliated entities that are subsidiaries of The Goldman Sachs Group, Inc. (collectively, the “Firm” or “Goldman Sachs”). Please note that offering of services is subject to jurisdictional requirements, and may not be available to all clients.
United States
Investment advisory and/or financial counseling services may be provided by Goldman Sachs & Co. LLC (“GS&Co.”), an affiliate, or an external manager under the wrap program sponsored by GS&Co. Entities and/or affiliates may include but are not limited to Goldman Sachs Wealth Services, L.P. or another affiliate. Brokerage services are provided by GS&Co., member Financial Industry Regulatory Authority (“FINRA”) / Securities Investor Protection Corporation (“SIPC ”).
EMEA
Click here for EMEA Disclosures
Asia
Tax Information. GS does not provide legal, tax or accounting advice, unless explicitly agreed in writing between you and GS, and does not offer the sale of insurance products. You should obtain your own independent tax advice based on your circumstances.
Goldman Sachs & Co. LLC is registered with the Securities and Exchange Commission (“SEC”) as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”).