Preserve funds raised in multi-year campaigns against inflation so you can build when you are ready.
Long term capital campaigns can lose value if not properly hedged against inflation.
Our low cost, automated investing can save you money and help you weather the market so you can build when you're ready to build.
Learn more about our portfolios
Too many nonprofits don’t have a clear understanding of their banking and investment fees.
Don't pay hefty third party fees that could have gone to your mission, staff, and bottom line. Fees matter.
We are a Registered Investment Advisor for Nonprofits. We offer expert investing, outsourced CIO and fiduciary services as well as gifting tools that amplify giving.