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NONPROFITS

COMPREHENSIVE GUIDANCE FOR NONPROFITS

Nonprofit organizations require 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 nonprofits, 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 strengthen your finance office and help your organization manage its assets efficiently. Whether you need assistance with planning, strategy, asset allocation, investment research or stewardship responsibilities, our team works 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 managing risk. We stay abreast of the latest tax regulations and investment trends, utilizing the bandwidth of our capabilities to help ensure your strategy is as streamlined as possible. In the end, our goal is to offer investment guidance and prudent portfolio management – with your mission in mind.

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Services Include

  • Investment Policy Review
  • Asset Allocation Guidance
  • Investment Manager Research and Selection
  • Performance Reporting
  • Retirement Plan Selection and Advisory
  • Consulting and Education
  • Risk Management
OUR TEAM HAS EXPERIENCE SUPPORTING VALUES-DRIVEN BUSINESS MODELS FOR NONPROFITS, ENDOWMENTS AND FOUNDATIONS.

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There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss.

Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

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Congratulations Joan!

Joan F. Bowers has been named to Forbes’ 2025 list of Best-in-State Women Wealth Advisors. See the full rankings here: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=2262cc761d11 The 2025 Forbes Top Women Wealth Advisors Best-in-State list, developed by Shook...

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Exciting News!

Joan F. Bowers has been named Best-in-State Top Women Wealth Advisor by Forbes! See the full 2024 rankings here: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=2262cc761d11 The Forbes America's Top Women Wealth Advisors Best-In-State 2024, developed by Shook...

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