Smart. Efficient. Reliable. Since day one, we’ve served the investment and fiduciary needs of nonprofits and associations. Our investment approach is intended to be transparent and accountable — because you deserve to know. As investment advisers that are independent of any bank or broker, we put your interests first. We’ll keep your investments in smart, sensible, broadly diversified portfolios because when it comes to your investments, we know that you don’t want surprises.
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The Study on Nonprofit Investing (SONI)
Launched in 2012, the annual Study on Nonprofit Investing (SONI) seeks to meet the need for timely, relevant, actionable data about how nonprofits invest their reserves and how their investments perform.
Now is your chance to answer the question—Are my organization’s investment reserves “normal”?
Nonprofits Deserve to Know
What Goes Up, Must Come Down?
With stocks surging in recent weeks, many indexes have hit record highs. Do the laws of physics apply to financial markets – what goes up must come down? This month, we have a guest blog from Dimensional Fund Advisors that seeks to answer just that.
Lessons Learned From 2020
This month, we look back at 2020 to discuss three of the most crucial lessons we learned and how they may help in light of recent market volatility.
Does an Investment in TIPS Make Sense in the Current Market Environment?
With the recent focus on inflation, there are have been discussions about TIPS, or Treasury Inflation-Protected Securities. We dive into TIPS and explore where we think they best fit in an investment portfolio.
Does an Investment in TIPS Make Sense in the Current Market Environment?Read more
Case Studies
Challenges, opportunities and solutions based on client interactions
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