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What We Do

Non-Profit Institutions

We help our clients prepare thoughtfully, invest wisely and give generously.

Our advisors are actively involved in the community and have collectively served on more than twenty non-profit boards.  We deeply value the opportunity to support non-profits by offering a broad array of services to help them succeed and cultivate healthy endowments.

  • Investment Policy

  • Spending Policy

  • Budgeting

  • Fiduciary Training


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  • Asset Allocation

  • Investment Selection

    • Stocks & Bonds​

    • ETFs & Mutual Funds

    • Asset Managers



  • Donor meetings or group discussions about giving strategies, stewardship, psychology of investing, or investing basics.

As a fee-only firm, we are not paid for selling investment products.  We do not accept commissions, referral fees or other third party fees.  We are designed to provide advice based on our highest priority of always putting our client's interests first.

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