Broker Check

Institutions and Nonprofits

“Our programs for institutional investors are about much more than investment management alone.”  

Understanding Unique Needs of Institutions and Nonprofit Organizations

Oftentimes in the world of institutional investment management, the investment manager has a “set-it-and-forget-it” or “cookie-cutter” mentality. This is not our approach. We pride ourselves on specificity: Your institution’s needs are identified and assessed to develop specific strategic goals for its asset management. We consistently monitor the financial landscape in which your organization operates and implement necessary changes to achieve your organizational goals. Our goal is to become a trusted partner and resource for the organization’s long-term success.

 Although your institution has different and often more complex factors to consider than an individual investor, the core principle of strategic investment management remains the same: Investment selection must align with short- and long-term goals of the organization. Only by gaining a comprehensive understanding of the direction in which your organization is headed can we determine the appropriate asset allocation. We use a 6-step process to accurately identify your institution’s needs. This process, combined with our passion for research and investment management, will allow us to customize an investment approach for your institution.

 We provide asset management for endowments and establish employer sponsored retirement plans, all of which require a thorough understanding of the organization. Our advisors will take the time to learn your organization’s financial objectives, time horizon, risk and return parameters, and constraints to build custom recommendations. Once we implement the recommended strategy, our team actively monitors progress and provides regular updates to your organization’s decision makers.

Our team actively engages with the institution’s accountants, attorneys, and other professional advisors to enlist expertise and coordination on all financial matters.


  • Typical Needs of Institutional Investors and Non-Profits Include:
    • Investment Policy Statement Review
    • Implementation of Employer Sponsored Plans (i.e. 401(k)s , SIMPLE, SEP, etc.)
    • Cash Flow and Revenue Analysis
    • Tax Management Strategies
    • Employee Engagement and Utilization Techniques
    • Portfolio Management