As a firm we have a rich personal history in serving not for profit entities. We realize that the mission comes first and effective money management is a crucial step in fulfilling that mission.

Contact us for a short discovery meeting

Service Highlights:

• 401(k), 403(b) and 457 plans
  • Act as a Fiduciary
  • One on one education meetings with staff
  • Quarterly committee meetings
  • Plan oversight
  • Investment management
• Endowments and Reserve Accounts
  • Fiduciary status
  • Quarterly Investment Performance Reports
  • Governance
  • Investment Management
  • Cash Flow Analysis