Get expert advice whenever you need it

Every account is assigned their own Registered Investment Advisor to support you when needed.

Your goals are our goals

Reserve funds planning

Quarterly board reports and meetings

Endowment management

Asset giving

We are a Registered Investment Advisor for Nonprofits. We offer automated investing, outsourced CIO, and fiduciary services as well as giving tools.

Invest reserve funds

Receive stock and crypto donations

Manage and create endowments