Managing Nonprofit Investments

Nonprofit organizations, often stretched for capacity, need an investment manager who understands their unique needs and goals.
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We Serve as an Extension of Your Team​


We provide investment advice and implementation solutions to help your organization ensure the longevity of its mission.

An Experienced Partner

We provide comprehensive services, including Investment Policy Statement consultation, outsourced portfolio management, robust performance reporting, exclusive events and educational opportunities, and fundraising support.

 

Dynamic Asset Allocation

With a focus on thoughtful asset allocation strategies and risk management, our team aligns your investments to your long-term mission.

 

Customized Implementation

We curate investments from external and internal managers, across public and private markets — including ESG and impact investing. We customize your organization’s portfolio to align to its mission, values, and goals.

 

Client Service Model

You’ll work with a team that is personally involved in nonprofits and is dedicated to helping grow your organization’s assets.

Services to Support Your Organization’s Goals
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Institutional Client Solutions

Customized advice and implementation dedicated to helping nonprofits manage their investments. 

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Outsourced CIO

Advisory and operational solutions allow nonprofit organizations to delegate a wide range of functions while retaining oversight.

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Investment Strategy

Our Investment Strategy Group’s decades-long asset allocation and risk management experience across market cycles supports institutional portfolios.

Insights
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