Non-Profits

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Please contact us for a free consultation to see how we can help you create a personalized portfolio that supports a just and sustainable society.

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Non-Profits

Non-profits, Foundations, and Universities

Because our advisors have previously worked in the non-profit sector and continue to support this important social and environmental work through volunteerism and donating 1% of our company gross revenues to these causes, we have a special interest in helping to align these organizations' missions with their money. We currently work with local and national non-profits and foundations, and can help any mission-based institution to integrate socially responsible investments as a component of its commitment to fiduciary responsibility. We assist in the development of an Investment Social Policy, can select and supervise separate account managers, and consult with Boards of Directors and their Investment Committees and existing advisors and managers on socially responsible investment options in all asset classes.