Our track record with non-profit organizations includes partnerships with schools, hospitals, municipalities, and various not-for-profit entities. We offer services such as the management of investment accounts and retirement plans, as well as consultancy utilizing our Accredited Investment Fiduciary (AIF) and Chartered Plan Fiduciary Advisor (CPFA) designations. These organizations vary in size, ranging from small teams of 5 employees to larger entities with approximately 14,000 employees.
Drawing from our past and ongoing roles as Presidents, Treasurers, Finance Committee Chairs, and Investment Committee Chairs on multiple Boards of Directors, we possess a comprehensive understanding of the diverse procedures, responsibilities, and commitments vital for the success of any organizational committee.
The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.
firstname.lastname@example.org | 973-786-3696