Non-Profits

Effective financial management is critical for running a non-profit organization. We act as fiduciaries and always make decisions in your organization's best interest. Our firm is independent, transparent and product-neutral. 

ASSISTING ORGANIZATIONS WITH FINANCIAL DECISIONS

As your trusted advisors, we take the time to understand your organization's goals and then develop comprehensive solutions that will meet your unique needs. As part of our investment services, we can help your organization:

• Develop and review your Investment Policy Statement
   
• Review your cash flow needs
   
• Conduct a thorough portfolio (risk) analysis
   
• Provide ongoing investment planning

Board services include:

• Deliver proactive communication
   
• Provide quarterly portfolio updates
   
• Participate in annual board meetings