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

RWM Insights

Portfolio Positioning During High Inflation

Given the significant current level of inflation and recent declines in stocks and bonds, how should an investor position their portfolio?

Portfolio Positioning During High InflationRead more

CIO Insights: Fixed Income Performance

The first quarter of 2022 saw both stock and bond markets fall, which is an unusual event that we thought warranted more discussion.  Generally speaking, bonds have experienced a 40-year bull market – and there’s rarely been bad news to tell our clients – but in Q1, bonds experienced their third worst quarter performance-wise in[…..]

CIO Insights: Fixed Income PerformanceRead more

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.

What Goes Up, Must Come Down?Read more

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