Not-for-Profit Services

Nonprofit organizations require investment advisors who are especially attentive and attuned to their particular environment. Our Financial Advisors work closely with not-for-profit clients

• to learn the investment requirements of the organizations funding sources;

• to clarify the near-term and long-term goals of the organization regarding investments; and

• to ensure the investment portfolio is consistent with the values of the organization.

We understand the nature of mission-based organizations and the importance of values-driven investment decisions, and we bring that focus to all of our nonprofit services

• Asset Management

• Planned Giving

• Socially Responsible Investing