Not-for-Profit Planning and Asset Management Services

Our hyper-efficient asset management and asset distribution strategies are ideally suited for the small and mid-sized not-for-profit organization trying to stretch their assets in order to better serve their constituents and accomplish their strategic mission. We work with our not-for-profit clients to establish long term investment plans that also accommodate short term cash needs. This allows our clients to supplement their operating funds with conservative allocations to cash and fixed income, while using appropriate levels of longer term investment vehicles to provide growth for the future.

As always, we will gladly meet with your board for an initial consultation to determine if there is a fit between your objectives and our services.