Financially Smart Investment Services

Investment Management & Consulting

• Liquidity, investment and income management for nonprofits

• Portfolio creation/review/update

Nonprofit Financial Resilience X-Ray

• Provides deeper understanding of financial/operational challenges

• Facilitates greater protection for organization during a crisis

Retirement Plans for Nonprofits

• Financial planning & assistance to employees

• Investment Allocation/Advice

Want to Learn More?

• Schedule a free consultation with us here

• Our Fairlight Investment Philosophy: Global Market Portfolios