Non-profits, Endowments, Foundations, & Reserve Accounts

Our experienced team assists trustees in developing and implementing a prudent Investment Policy based on the specific needs of the organization. We listen closely to understand their needs and implement strategies designed to achieve the desired results.

With the record low interest rate environment, we have seen an increase in demand for portfolios that have the potential for positive yield, with low volatility. We have spent a significant amount of research in developing strategies to provide clients alpha, with a heavy concentration toward preservation of capital.

  • Customized portfolio management
  • Insure compliance with state regulations
  • Quarterly reporting
  • Quarterly committee conference calls
  • Quarterly committee meetings
  • Assist in weekly distributions