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Investing For Non-Profits

Your non-profit organization's most important job is carrying out its mission. Let us focus on your investments.

Whether it be a foundation, endowment or general assets, we provide expert investment solutions for non-profits of any size and stature.

Our team has an extensive history of working with non-profit board members and investment/finance committees to aid in building and maintaining investment strategies, investment policies and spending policies. Highlights of the guidance we provide our non-profit clients include:

  • Evaluate and recommend modifications to existing Investment Policy Statements (IPS)
  • Assist in creating, drafting and adopting an IPS
  • Assist in creating, drafting and adopting a Spending Policy
  • Determine investment strategies to satisfy the organization's specific investment goals
  • Practice an investment management style designed to minimize downside risk
  • Aid in regulatory and compliance monitoring
  • Provide customized reports to satisfy the organization's specific needs

One of our greatest assets is our community. Let's partner together to build your long-term strategy.

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We Value Our Client Relationships

We Value Our Client Relationships

We own a well-earned reputation for honesty and integrity. Clients have trusted our parent company with their financial affairs for over a century, and our Wealth and Trust Management (WTM) team strives to continue that tradition.

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