Horses grazing in field at dawn.

Comprehensive services for nonprofits

Nonprofit organizations need financial stability, supported by a reliable portfolio and consistent returns, to fund their mission over the long term.  Our team has experience supporting values-driven business models for non-profits, endowments, and foundations, and we make it our mission to further the financial goals of our clients as best we can.

We offer strategic guidance to help strengthen your organization’s operations and manage its assets efficiently.  Whether you need assistance with planning, strategy, asset allocation, investment research, or stewardship responsibilities, our team will work alongside your own to develop plans that are designed to align with your corporate vision and philanthropic endeavors.

Our advisors provide independent research and investment strategies to prudently develop a portfolio designed to support your needs while mitigating risk.  We stay abreast of the latest tax regulations and investment trends, utilizing the bandwidth of Stifel’s capabilities to help ensure your strategy is as streamlined as possible.  In the end, our goal is to offer investment guidance and prudent asset management – with your mission in mind.

 

SERVICES  INCLUDE:

  • Investment Policy Review and Development
  • Asset Allocation Guidance
  • Investment Manager Research and Selection
  • Performance Reporting
  • Retirement Plan Selection and Advisory Services
  • Consulting and Education
  • Risk Management Strategies

 

Asset allocation does not ensure a profit or protect against loss.