These days it’s not enough to simply have reserve funds. Conservative investing can preserve long term buying power.
Our passive investment strategy has consistent oversight from a board of experienced investment advisors and was curated specifically for nonprofits.
Our portfolios offer highly diversified index funds that can save you money and help weather the market.
Learn more about our portfolios
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.