We provide tailored financial solutions to many different types of nonprofit organizations:
- Private foundations
- Public institutions
- Independent schools
- Colleges and universities
- Cultural organizations
- Religious institutions
Nonprofit leaders are dedicated to their missions. We offer time-tested guidance on the intricacies of managing a globally diversified investment portfolio so you can focus on promoting your organization’s values.
We serve as a partner to your board, investment committee and staff so you’re prepared to discuss decisions about investment strategy, manager selection, fundraising, grantmaking, program oversight and overall nonprofit administration.
Investing for nonprofits
Develop customized investment strategies designed to support your organization's mission, spending needs and long-term financial objectives.
Mission-aligned investing
Align your investment strategy with your organization's mission and values while considering your financial objectives and investment policy.
Alternative investments
Explore alternative investment strategies as part of a diversified nonprofit investment portfolio tailored to your organization's objectives.
Philanthropic solutions
Access philanthropic planning and charitable giving strategies designed to help support your organization's goals and long-term impact.
We provide tailored financial solutions to many different types of nonprofit organizations:
Our partnership will be guided by three core principles: