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.
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.
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.
It’s not easy to agree on how to use family assets. We are experts at shepherding successful conversations to align generations and perspectives.
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.
Ethics to Count On
All our fees are for service. No hidden fees or product pitches.
No conflicts of interest
Full, written fiduciary responsibility. In writing.
Meet Our Lead Consultants
Start a conversation.
We’re happy to share ideas, no strings attached.