Nonprofits and foundations with smaller portfolios often face a difficult choice. They’re too small to attract top-tier consulting firms and can’t afford to build an in-house team with the expertise to manage their investments effectively. This leads them to settle for either retail brokers who lack experience working with boards and investment committees or becoming an afterthought for large consulting firms. In these cases, they often receive generic reports and presentations from junior consultants with little personalized attention.

We’re different. With a minimum account size of just $1 million, we focus on providing the highest level of service and expertise. Our team is experienced, responsive, and genuinely invested in your success—treating your portfolio with the same care and dedication as if it were our own. We choose to work only with organizations whose missions align with our values, supporting those who strive to make the world a better place. Our commitment to excellence and personalized care is evident in everything we do.

Importantly, we act on a discretionary basis, meaning we share fiduciary responsibility with our clients. This legally binds us to act solely in your best interest. Unlike many brokerage firms that operate under a “suitability standard,” which allows for conflicts of interest, we ensure that every recommendation is made with your goals in mind. True partnerships are built on trust—and we work tirelessly to earn yours.