Our Services

You focus on the mission.

We focus on the investment details.

We provide philanthropic leaders seeking long-term financial stability with investment management and risk management consulting.

We work with our clients to:

• Identify the risks that could impact long-term financial viability

• Decipher investment options to determine which are right for them

• Strengthen financial portfolios to fulfill goals

Risk Management Consulting

Many nonprofits struggle to hold enough cash to address that unplanned incident: loss of a key staff member, equipment damage or a customer complaint, to name a few. Inadequate operating reserves force nonprofits to downsize staff, abandon strategic plans or sell mission-critical assets in order to release cash to pay for a minor hiccup that insurance may not cover.

This consulting engagement consists of: 

• Introduction to the Risk Management Process

• Cash Analysis

• Risk Assessment Workshop

• Cash Reserve Recommendations and Final Report

Investment Management

We generally follow a passive investment strategy to help philanthropic organizations and individuals to potentially achieve long-term financial health. The benefits of passive investing are many:

• Disciplined security buying and selling decisions

• Broad diversification for lower risk

• Lower expenses than comparable speculative or “active” investing

• Limited tax exposure due to less buying and selling of securities

Lower costs and lower risk means more efficient portfolio management.

This investment management engagement consists of:

• Analysis of the client’s current financial condition and modeling of investment options

• Investment and spending policy creation and maintenance

• Regular financial reviews

• Investment education

• Risk Management Consulting as described above