Beyond Investing

A full spectrum of service
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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


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.


Let’s Talk

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We’re happy to share ideas, no strings attached.