We are proud to serve as the investment management partner to many of our local foundations and non-profits helping them in their missions to strengthen our communities. In addition to advising on investment policy statements and proactively managing portfolios, we offer customized services based on the foundation or non-profit's mission and investment administration and governance needs.

We can help with:

  • Reviewing and updating policy statements including investment policy, conflict of interest policy, fundraising, document retention, etc.

  • Consulting on a planned giving program

  • Satisfying all public disclosure requirements and filing legal and tax documents

To request a proposal for investment management services, please call 1.800.808.5404.