Impactful Advice and Extensive Oversight for Nonprofits

Proven guidance to perpetuate your mission and your legacy​

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Support to Propel Your Mission Forward

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.

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.

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.

We believe in investing in people and building a culture of excellence.

Delivering World Class Expertise with a Personal Touch

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.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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