Non-Profits & Endowments
If you want your money to reflect the mission of your organization and the values of your members or beneficiaries, we can help. Many of our advisors have previously worked in the non-profit sector and continue to support this important social and environmental work through volunteering and donating 1% of our gross revenues to these causes, so we have a special interest in helping your organization align your mission with your money. We currently work with local and national non-profit and foundations, and can help any mission-based institution to integrate socially responsible and impact investments within the parameters of fiduciary responsibility. We can facilitate the creation of an Investment Social Policy, select and monitor investment managers, and consult with Board of Directors, Trustees, and existing investment professionals on the socially responsible investment options available across all asset classes.