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Services For Non-Profit Organizations

Many years of experience serving the financial management needs of non-profit organizations have given us an understanding of the most pressing concerns these organizations face. We are well versed in the operations of non-profit entities, from the nuances of working with boards and committees, to meeting investment objectives and spending policy guidelines, and the need to uphold the organization’s core mission. We have had the privilege of working with many non- profit organizations that have a significant impact on our local community and we aspire to provide our clients with cost effective solutions to ensure a stable and bright future.

Services for non-profit organizations include the following, among others:

  • Portfolio Design & Management per IPS Guidelines
  • Investment Policy Statement Review
  • Cash Flow & Budgeting to Meet Liquidity Needs
  • Coordination with Committee & Board Members
  • Spending Policy Management & Distributions
  • Reports to CPAs for annual filings
  • Periodic Reviews