We understand the importance of financial planning for mission-driven organizations and foundations. Foundations, whether public or private, endowments, and institutions, are by their nature special investment management cases.

We tailor our investment process to these entities to meet their unique requirements. Our advisors have over 20 years of experience managing nonprofit portfolios. We can provide:

• Assistance with the creation, review, and implementation of investment policy statements
• Regularly scheduled, face-to-face meetings with the Boards of Directors, Finance and Investment Committees
• A familiarity with various payout policies and their strategies
• An understanding of principal and income accounting
• Comprehension and acceptance of fiduciary standards
• Investment management of one combined account with multiple time horizons; for example, a short-term operating fund alongside a long-term total-return portfolio