- Are your investments in line with your mission?
- Do you know how your funds are being invested?
- Does your board understand your investment policy statement?
- Is your organization ready for a fresh perspective?
We serve foundations and non-profits to further their impact in the community. We partner with these organizations to strengthen their governance, educate their stakeholders and manage their funds in a way that compliments their mission. At the core of our values is the belief in supporting our community. Through our partnerships with foundations and non-profits, we assist these organizations in planning for tomorrow.