Charities & Non-Profits

Financial planning services for charities and non-profits are designed for budgeting, cash flow management, and long-term financial sustainability, with a focus on maximizing the impact of every dollar spent. Our team works closely with you to develop plans that help you navigate funding sources, donor relations, and compliance requirements. By optimizing financial operations and improving resource allocation, we support your organization in the pursuit of lasting success.

Investment management services for endowments and reserve funds focus on preserving capital while generating sustainable returns to support your organization’s long-term objectives. We work with you to create a tailored Investment Policy Statement (IPS) that aligns with your risk tolerance, liquidity needs, and spending policies. Through a disciplined approach to asset allocation and portfolio diversification, we help manage the balance between growth and stability. Our team strives to optimize returns while ensuring that funds are available when needed, helping your organization maintain financial health and achieve its mission