Nonprofit
Nonprofit Organizations
Specialized Programs:

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

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

Arts & Civic Organizations
Museums, Historical Societies, Art Conservatories, Symphonies, Theater Societies

Faith-Based
Educational Institutions, Churches, Spiritual Organizations, Seminaries, and Dioceses
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.