Non-profit organizations:
What we can do for you

Sound Investment Strategies that Support Your Mission

We are committed to working with you to help you manage your organization's investments while empowering you to use investment strategies that reflect your mission.

We will:

Understand your organization and its mission

We will take the time to understand the investment needs of your organization as well as the retirement needs of your employees. 

Bring integrity to your investments by incorporating your social & environmental  concerns

We will incorporate your organization's philosophy of social & environmental responsibility into the investment decision-making process.

Develop a plan for endowments and employee retirement plans

We will examine endowment inflows and outflows and develop a plan to work toward maximizing the longevity of the endowment.  For employee retirement plans like 401(k)'s and 403(b)'s, we can provide sustainable and responsible investment options so that employees can choose investments that match their values.  We will also work with your plan to improve employee participation to help them better plan for their retirement.

Provide a financial plan unique to your organization

We will design a comprehensive, financial plan for  your organization, taking into account your current financial situation, goals, risk tolerance, and social/environmental issues that are important to you.  Our services can include monitoring of your investments on an ongoing basis and meeting with you to assess how your financial goals are progressing