When you run a nonprofit, your focus is on helping others.
Let us lift the financial burden by assisting you with everything from investment strategies to recommending asset allocations that ensure your funds work for you so that you can help more people.
- Acceptance of illiquid gifts
- Asset allocation recommendations
- Consolidated monthly reporting
- Cost-effective liquidation
- Customized performance reporting
- Endowment management
- Investment policy statement
- Periodic market updates
- Spending policy & management
View your custom portfolio allocation, and sign up for e-delivery of your quarterly summaries.
Login to view your Schwab account and add or update your e-delivery preferences.
Login to view your Pershing account and add or update your e-delivery preferences.