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.

Did you know?


*Source: Jan. 22, 2018—The Alliance for Strong Families and Communities and the American Public Human Services Association (APHSA) services-sector.aspx,

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