Non-Profit Services
 
Investment advisory services for endowments, foundations, and associations start with a complete fact finding and goal analysis process. We understand that strict adherence to an investment policy statement is key. Managing assets to the defined directive whether it is operating income, or grant, scholarship, or liability funding, is critical.

Review of an existing Investment Policy Statement or creation of a new statement is part of our service. Clearly stating the management directives for the organization's assets is the beginning of a properly managed portfolio.