Beyond Investing

A full spectrum of service

The Full Partner You’ve Been Waiting For

Our unique focus means we are set up to help with more than basic investment strategy.

Managing assets takes more than allocations. So we go beyond investing.

Some Ways We Can Help

Endowments

Get insights on how to best grow your nonprofit. Benefit from our experience with many organizations.

Defining Approach

We help boards get behind revised or brand new statements laying out how investing should proceed. Using a consultative style, we ask hard questions and build consensus.

Donor Education

Your major donors need to know you are a good steward of their funds. We can arm you with talking points and confidence to address the concerns and questions they raise.

Get Back Time

Our expert operations team can take administration off your hands by administering trades, setting up accounts, managing fund transfers, checking allocations against goals, and otherwise freeing up time in your limited day to focus on your goals.

Family Conversations

It’s not easy to agree on how to use family assets. We are experts at shepherding successful conversations to align generations and perspectives.

 

Research & Reporting

We’ll happily teach you about any finance topic, research managers or opportunities, and give you in-depth reporting on a quarterly basis so you, donors, and the rest of the family can always know how it’s going. Plus, access updates online anytime.

 

Clientele

Syntrinsic serves as investment advisor and strategic consultant to private foundations, public charities, community foundations, and other investors around the country committed to using their resources for good.

$1.7b

Assets under advisement

90%

Assets belonging to nonprofit clients

50

Nonprofit clients

60

Years nonprofit leadership experience of Syntrinsic consulting team

88

Years investing experience of Syntrinsic investment committee

Data as of 12/31/2019

Beyond Investing

Syntrinsic leverages over 60 years of nonprofit leadership experience to be more than just an investment advisor. We partner with our clients at the intersection of mission, business model, strategic plan, and financial resources.

Strategic Consulting

We advise many clients on diverse issues such as strategic planning, governance, financial modeling, and policies and procedures, recognizing that investment advice is more relevant when part of a larger context.

Donor Relations

We partner with public charities and community foundations to retain, grow, and attract major donors by developing investment and communication strategies that foster donor confidence.

Stakeholder Education

Syntrinsic has found that empowered investors make better decisions. We build education into our research and recommendations, into client meetings, and into one-off engagements with donors, boards, committees, and other stakeholders.

Operational Support

Our dedicated associates provide concierge-level care for our clients by streamlining administrative and operational tasks, providing unusually transparent reporting, and facilitating our secure online client portal.

Reach Us

Do more. Do well. We’ll help.

3840 York St, Suite 100, Denver CO 80205

877-296-7110

Memberships

Confluence Philanthropy Mission Investors Exchange Denver Metro Chamber of Commerce