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Nonprofit Organizations

Specialized Programs:

Educational Institutions

Educational Institutions

College and University Endowments,  Educational Foundations, and Private/Boarding Schools

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Charitable Foundations

Charitable Foundations

Community Foundations, Charitable Trusts, Private Foundations, Corporate Charitable Programs, Nonprofit Associations

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Arts & Civic Organizations

Arts & Civic Organizations

Museums, Historical Societies, Art Conservatories, Symphonies, Theater Societies

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Faith-Based

Faith-Based

Educational Institutions, Churches, Spiritual Organizations, Seminaries, and Dioceses

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Our comprehensive service includes:

  • Collaborate with Internal Staff (CFO, Controller, Audit), Committees and Board
  • Educate Committees on Investment and Governance
  • Develop a Customized Investment Policy 
  • Recommend a Specific Asset Allocation With Spending Policy Analysis
  • Dynamic Portfolio Rebalancing
    and Risk/Liquidity Management
  • Manager Search and Selection
    (Public and Private Markets)
  • Fee and Term Negotiations with Third-Party Vendors
  • Portfolio Compliance and Monitoring
  • Private Market Capital Calls and Distributions
  • Cash Management
  • Customized Reporting and Audit Support
  • Donor Relations and Fundraising Support

We'll help you take your plan to the next level.

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Contact Our Nonprofit Specialists For More Information:

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