Non-Profit Organizations & Foundations
PLAN WELL. INVEST WISELY.
WE OFFER OUR CLIENTS A TAILORED & UNIQUE APPROACH
and we give you the knowledge and freedom to act and think differently.
WE HELP YOU ACT AND THINK DIFFERENTLY
We offer tailored financial advice and investment management services to endowments, charitable foundations, non-profit organizations, families, and churches. We believe a carefully planned foundation or endowment can shape future generations with ever-increasing impact, changing lives and bringing dreams into reality.
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We believe a carefully planned foundation or endowment can shape future generations with ever-increasing impact – changing lives and bringing dreams into reality. We offer tailored financial advice and investment management services to endowments, charitable foundations, non-profit organizations, families, and churches.
Foundations and endowments are the ultimate long-term investor. Major donors, directors, board members, volunteers, and communities alike want nothing more than for their organization to leave a lasting impact in their community long after their service has ended. An independent, fiduciary investment advisor can help you set spending policies, develop an appropriate Investment Policy Statement, and manage the foundation or endowment’s assets in a manner that is truly in the long-term interest of not only the organization, but the community at-large.
Our 100% Independence
We are an independent Registered Investment Advisor (RIA) firm. This affords our clients the freedom, knowledge and tools they need to go beyond what they think or dream possible.
Our Paradigm Shift Investing Philosophy
We marry financial planning and investment management with Paradigm Shift Investing.
Our Fee-Only Philosophy
There are many important distinctions to consider when selecting who you will trust with your financial future. How a financial professional is compensated should be one of them.
