Our Focus
Serving organizations that make a difference.
Smaller organizations with under $15 million in assets often get overlooked by traditional providers. We help by giving non-profits and associations the same level of sophisticated financial guidance that larger institutions receive.
The challenge you face.
Your organization has a mission to fulfill, but limited staff means investing and cash management often takes a backseat. You need more than basic investment advice—you need an integrated approach that addresses your unique challenges as a values-driven organization.
Our Approach
Outsourced Chief Investment Office (OCIO)
We provide OCIO-like services typically unavailable to smaller organizations, combining investment management with broader financial guidance that addresses your specific needs.
What We Provide
Value-added services.
Comprehensive Financial Planning
- Future-back analysis for long-term sustainability
- Project and capital planning support
- Whole balance sheet analysis
Consulting Services
- Investment policy development and updates
- Board financial and fiduciary training
- Grant writing advisory support
Cash Management
- Short-term investment selection
- Asset-backed liability management
- Checking and bill-pay coordination
Reviewing & Reporting
- Ongoing performance reporting aligned with your vision
- Risk management and analysis
- In-kind gift liquidation support
Execution
Strategy and implementation.
- Portfolio development and construction aligned with your mission
- Manager and fund selection with rigorous due diligence
- Alternative investments with private equity, private credit, hedge strategies when appropriate
Alternative investments (such as hedge funds, private capital, and real estate funds) are speculative, illiquid, and intended for long-term investors who meet specific income and net worth requirements. They involve high fees, complex strategies, and greater risks, including loss of capital, use of leverage, limited liquidity, and reduced regulatory oversight compared to mutual funds. Investors should carefully review all offering materials, including the private placement memorandum, for full details on fees, risks, and investment terms before investing.
Your Options
Our investment options.
Public Markets
Diversified global equity and fixed income exposure aligned with your values and priorities.
Short-Term Investments
Solutions for cash flow management and project funding.
Alternative Investments
Higher risk-adjusted returns through private markets—carefully evaluated for appropriateness and fee justification.
Why Us
Why organizations choose us.
01
We Understand Your Constraints
Limited staff, competing priorities, board governance requirements.
02
Values Alignment Matters
Your investments should reflect your mission.
03
Hands-On Attention
You’re not too small for sophisticated strategies.
04
Transparent Approach
Clear communication with management, staff, and board members.
Ready when you are
Your mission deserves a financial partner who gets it.
Let’s explore how we can help your organization thrive financially while staying true to your values.