Non-Profits
We are passionate about giving back and helping non-profits serve our community. We want to get to know your organization and work closely with the executive director and board of directors to determine your goals and how we can help. We want to ensure that your portfolio is set up and managed in accordance with your organization’s objectives, including socially responsible and sustainable investment funds, as desired. Contact us to come in for a free evaluation and conversation about your NPO’s needs and goals.
