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At the center of every private foundation or charitable organization is the perpetual funding that will allow you to fulfill your mission.

Bob Smith

Partner

Support to Propel Your Mission Forward

Perpetuating your noble work requires careful management of your financial resources. Let us help you grow and protect these resources by effectively managing, reporting and administering your financial assets.

Investment Consulting Services

Working with your board, we design and implement a comprehensive investment strategy that aligns with your mission, long-term goals and cash flow requirements to generate the income needed to fund your initiatives, operations and disbursements.

Investment Consulting Services
Outsourced Chief Investment Office (OCIO)

Developing the internal investment expertise and infrastructure needed to balance your short-term operating needs and long-term funding is a complicated and time-consuming process. Our OCIO solution provides a more cost-effective and efficient way to achieve this balance.

Outsourced Chief Investment Office (OCIO)
Financial Administration

Think of us as an extension of your administrative team, working behind the scenes to organize and execute the financial tasks necessary to keep your vision thriving for generations to come.

Cerity Partners Team

A Collaborative Team Focused on You

We utilize our colleagues’ experience and expertise to develop and execute the best solutions for your organization and its mission. Our team includes:

  • Financial planners
  • Nonprofit tax specialists
  • Investment professionals

We work as one to derive the maximum value from your resources, so you can serve others today and tomorrow.

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Back to Basics Webinar Series

Planting the Seeds for a Healthy Financial Life

Join us for our six-week webinar series, where you’ll learn actionable tips to help your financial life flourish. No exams or homework. Just lively discussions with our seasoned advisors who are eager to share their knowledge and experience with you.