We're a not-for-profit organization

Characteristics of a not-for-profit organization

♦ Wants consistency and continuity that a professional manager can provide to a board of directors or investment committee whose members change periodically and may not have financial expertise

♦ Has a long time horizon

♦ Requires planning for annual cash outlays

♦ Needs help writing and monitoring an investment policy statement

♦ Needs a professional investment manager to oversee day to day investment monitoring

♦ Needs customized reports to assist with planning and decision making

♦ Seeks guidance on funding special projects

Not-for-profit organizations appreciate having an experienced team of professionals to advise their board and help them fulfill their fiduciary duty.  We can do this through an actively managed approach, or through a low cost passively managed approach. The investment minimum for not-for-profit organizations is $500,000. If you would like to submit a request for proposal, please contact This email address is being protected from spambots. You need JavaScript enabled to view it..