The sustainability of income is a collective
concern in non-profits and endowments.

Our Clients

Nonprofit Companies

We understand that nonprofit organizations, charities, foundations and endowments are committed to maintaining a healthy and steady income stream. It is our purpose when working with non-profit clients to fully understand their purpose, match the income strategy to the needs of the benefactors, and maximize the income potential for each endowment and trust.

Our vast experience in developing and implementing sound investment strategies has helped numerous organizations attain and maintain their individualized goals.

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*Source: Jan. 22, 2018—The Alliance for Strong Families and Communities and the American Public Human Services Association (APHSA) https://www.alliance1.org/web/news/2018/jan/groundbreaking-report-sheds-light-financial-health-nonprofit-human- services-sector.aspx, http://www.governing.com/topics/health-human-services/gov-social-service-nonprofits-report-financial-government.html

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New Jersey Headquarters: 196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
Pennsylvania Office: 426 York Road, Holicong, PA 18928 • Phone: 215-794-9416 • Fax: 215-794-9417
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Kennedy Investment Group, Inc. ("KIG") is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. KIG provides investment advisory and related services for clients nationally. KIG will maintain all applicable registration and licenses as required by the various states in which KIG conducts business, as applicable. KIG renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
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