Our Firm is dedicated to serving the unique needs of Non-Profit 501(c)3s, their Board members and their employees.
We work with every aspect of the operations and challenges NGOs face.
We make sure your organization's assets are invested appropriately for your risk level and investment return needs as well as establish and manage your retirement plans. We have professionals who work one-on-one with your employees so they are not alone in navigating their personal finances. We walk you through all aspects of your NGO's finances so you know how much you can comfortably save and how those savings should be invested. By removing the stress of personal financial decisions, we make sure your employees are focused on your mission every day without the stress of debt and financial ignorance.
Let us push your organization to maximum achievement.
Focus on growing your organization. Let us handle the Fiduciary responsibilities of investing for your organization and your people.
Our Experts have advanced degrees in NGO Leadership and Financial Management.
