Charitable Organizations

We understand fiduciary responsibility, the unique nuances of non-profit organizations, and their philanthropic mission. Our investment consulting services adhere to an unbiased, systematic process designed to manage fiduciary compliance, financial responsibilities, and control risk in a prudent fashion that not only complements your organization’s mission, but facilitates achieving that mission.

Foundations and endowments accept an enormous responsibility being entrusted with sizable sums of money. Often, when these sums are set aside, they are expected to last into perpetuity, creating challenging responsibilities for trustees. Compounding the complexity is the ever-present eroding effect of inflation.