Non-Profits

  • Community

Your organization is built around promoting your mission. Did you know that your investments can also further your mission?

We can help your organization chart a strong financial course which is true to your mission. Socially responsible investing can help make sure your money is not invested in companies which work against your social goals or damage communities. At the same time, your investments can continue to achieve the same goals you have always had such as securing funds for your cash flow needs, investing for long-term goals, and other goals which are specific to your organization.

By following a disciplined process, we will identify your organization's goals and challenges, and work toward helping you:

  • Ensure your risks are appropriate for your organization
  • Establish or evaluate your written Investment Policy Statement integrated with your organization's mission
  • Develop a sustainable spending policy coordinated with your investment policy
  • Advise you on how to communicate with donors about investment management
  • Navigate market fluctuations
  • Diversify your portfolio and develop a disciplined investment strategy

We look forward to sharing ideas with you on how to align your investments with your mission.