When you partner with us you get an entire team of professionals working together to help you better manage your assets and achieve your goals.

Our personalized strategies — honed over the last 30+ years of serving nonprofits — combined with access to top institutional money managers, allow us to assemble a custom portfolio that’s designed to help you protect your capital and achieve your specific investment objectives.

The creative investment strategies we employ allow us to better protect your money while maintaining ample liquidity. For example, instead of keeping all your money in stocks, bonds and mutual funds we can help you truly diversify so you’re protected even when the market declines. (*)


We offer Socially Responsible Investing if you prefer to invest in companies that align with your values. For example, you may choose to invest in portfolios that have the following types of social screens:

Excludes companies with exposure to issues concerning the civil and political rights of employees and communities.

Excludes companies that have weapons contracts with the U.S. Department of Defense.

Excludes companies that manufacture or market firearms or small-arms ammunition for non-military markets.

Excludes companies that do not have at least one board member on their board of directors who is a woman or belongs to a minority group as defined b y the U.S. Equal Employment Opportunity Commission (EEOC).

Excludes companies in the bottom 10% compared to their industry peers according to the Institutional Shareholder Service (ISS) Environmental Performance Score with regard to fines, chemical and oil spills, Superfund sites, and toxic emissions.

Click here to read the full list of the type of companies you may exclude:

Excludes companies that produce and/or distribute sexually explicit or adult content materials.

Excludes companies with greater than 10% of total revenues attributable to the production and/or distribution of alcoholic beverages.

Excludes companies involved in animal testing or otherwise having a negative impact on animal welfare.

Excludes companies that manufacture or market contraceptives, abortifacients or products whose specific purpose is to be used in abortion procedures.

Excludes companies with greater than 10% of total revenues attributable to operating casinos or racetracks, or that manufacture gaming equipment.

Excludes companies currently on the AFL-CIO boycott list or that experienced significant work stoppages or strikes according to the National Labor Relations Board (NLRB).

Excludes companies that are nuclear power facility owners or operators, or provide products or services essential to producing nuclear power.

Excludes companies that violate laws and practices defined b y organized religions.

Excludes companies involved in stem cell research.

Excludes companies with greater than 10% of total revenues attributable to the manufacture, processing or marketing of tobacco products.

Why Choose Us?

You’ll be working with a team that goes the extra mile when it comes to transparency. If you’re tired of being confused about how much you’re paying in fees or if there is any conflict of interest, then you’ll enjoy our open and straightforward approach.

When challenging events happen that are outside your control (stock market crashes, new legislation, etc.), you can rest assured that you’ll have an entire team of professionals working for you, proactively finding creative solutions to your tough problems. We’re like the firemen who run into the burning building instead of away from it.

You’ll be working with a firm that has been recognized as being at the top of its field. We will help you mitigate various types of risk to your investment portfolio while maximizing your ability to earn a higher rate of return.

Having advised over 1,000 nonprofits has allowed us to become very efficient and effective at what we do. This, combined with the fact that we use the latest and most powerful financial technology available allows us to keep your costs low while still providing top-notch service.


  • Access to Institutional Pricing
  • Asset Allocation
  • Investment Manager Due Diligence and Selection
  • Portfolio Rebalancing
  • Online Performance Evaluation and Tracking
  • Socially Responsible Investment Strategies
(*) Diversification does not guarantee a profit or protect against loss.