Nonprofits, Foundations and Endowments
You have a mission
We’re here to help you fulfill it
We specialize in helping mission-driven organizations manage, grow, and protect their assets—focusing on long-term financial sustainability to maximize lasting impact.
Financial stewardship with mission-driven impact
Discover how an Outsourced Chief Investment Officer (OCIO) can align your portfolio with your purpose.
Purpose-driven portfolio management
Our fiduciary-first investment services—including advisory, consulting, and OCIO solutions—are tailored to help nonprofits and foundations stay focused on their mission while achieving long-term financial goals.
Our investment framework: strategy, stewardship, success
Governance and investment policy
- Define roles and responsibilities (Investment Committee, OCIO)
- Determine investment objectives
- Establish and maintain investment policies and guidelines
Risk management
- Determine organization’s definition of risk
- Establish risk management policies and guidelines
- Design portfolio focused on key risks
Portfolio management
- Perform optimization analysis to determine asset allocation targets
- Implement near-term tactical asset allocation preferences
- Provide daily discretionary management of portfolio
Manager research and due diligence
- Research and select investment managers
- Provide ongoing due diligence
- Provide manager research reports and due diligence updates
Supporting the communities we serve is in our DNA
$3+M
Donated
to United Way
489
Employees serving
on nonprofit boards/committees
52,000
Volunteer hours
by employees over the last year