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 is RIA Thinking About in 2023?
It was a very difficult year for all investors. What does 2023 have in store?
Daily 1% Moves for the S&P 500
If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.
New Retirement Contribution Limits for 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments[…..]
Case Studies
Challenges, opportunities and solutions based on client interactions
Upcoming Events
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