Supporting You and Your Mission

We utilize our deep experience and expertise to work with our nonprofit clients holistically, and partner with them to design solutions that help them:

  • Make better, informed decisions
  • Manage their organization more efficiently and effectively
  • Enhance their activities and impact
  • Align their investment and return objectives with their mission and their cash flow requirements


The investment committee of a local nonprofit organization is seeking guidance in managing their investment portfolio. They wanted to align their mission with their investments, and needed help developing a spending budget.


We would work with the investment committee to gain a thorough understanding of the nonprofit’s values and mission, as well as their monthly spending. We would then draft a comprehensive investment policy statement (IPS), which would clearly state the mission of the nonprofit—and we would develop a detailed, customized plan to select the appropriate investment vehicles to match their cash flow objectives. We would typically recommend establishing quarterly meetings with the nonprofit's investment committee to review the portfolio.

A customized asset allocation should be designed to align with the nonprofit’s mission and meet the organization’s monthly cash flow needs— which would provide the nonprofit with a truly mission-aligned portfolio that would meet their investment goals and objectives, as well as their monthly cash needs.

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