Nonprofits

Our mission is to assist nonprofits and private foundations to design, develop and implement Prudent Investment Practices, to help them achieve successful long term investment results and to help them be the best possible stewards of their financial resources.

• Consulting - If the organization already has an investment process we can provide an independent objective review based on generally accepted fiduciary practices or alternatively we can assist in developing and implementing a fiduciary compliant investment program.
• Training and Education - We provide training to staff as well as boards of directors and investment committees on identifying and understanding the duties and responsibilities of a fiduciary in a nonprofit organization.
• Money Management - Our associates through their affiliation with Woodbury Financial Services, Inc. a SEC regulated Registered Investment Advisor, can provide money management for endowments and private foundations that is consistent with fiduciary requirements and Prudent Investment Processes.  Our process utilizes Modern Portfolio Theory and to implement we have access to institutional managers who daily manage billions of dollars.