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Non-Profit Investment Advisory

Trusted fiduciary support helping to empower non-profits to

deliver more services, grow more assets, and better serve their employees 

“Helping those who help others is a dream fulfilled” - Michelle Gordon

Helping others is the secret sauce to a happy life. Bethesda, MD Investably LLC

Independent RIA Bethesda, MD Investably LLC

Institutional Cash &

Investment Management

Boost the safety and income from your cash with up to $25 million in FDIC protection. Personalize investment management to help protect and optimize existing assets 

Remote Practice Bethesda, MD Investably LLC

Charitable Giving

Donor-Base Education

Provide educational webinars and sessions for your donor base on tax-smart charitable giving strategies that may help donors and supports your annual fundraising goals

Flexible Custodian Bethesda, MD Investably LLC

403B Retirement Plans & Financial Wellness 

Implement or advise on retirement plan solution with robust employee financial wellness and added ERISA compliance support

Institutional Cash & Investment Management  

We also provide access to ‘invite-only’ cash management solutions with yields up to 5% and additional protection up to $25 Million FDIC coverage.

Combined with modern technology and my ETF investment expertise developed from over 11 years in ETF asset management, we curate your personalized tax-efficient investment strategy to align with your non-profits' cash flow needs, risk, and long-term goals. 

  • Focus on optimizing investments for greater alignment to cash needs
  • Helping you meet your funding obligations
  • Helping you set up charitable giving programs

With access across industry-leading research, team of specialists, and asset managers such as:

  • Buckingham
  • SEI Investments
  • Altruist
  • Goldman Sachs
  • Franklin Templeton
  • Hartford 
  • Vanguard
  • State Street
  • J.P. Morgan

Tax-smart Charitable Strategies Donor Education 

As your investment fiduciary, we go beyond managing your investments to support your organization by providing donor-base education on tax-efficient charitable giving strategies and helping you be set up to receive them such as:

  • Donor Advised Funds
  • Qualified Charitable Distributions
  • Charitable Remainder Trust
  • Charitable Lead Annuity Trust
Learn More

403B Retirement Plans & Financial Wellness 

We help you maintain your retirement plan with ongoing investment reviews and help in reducing compliance red flags. 

No more chasing down an account rep you haven’t heard from in 5 years. As your trusted advisor, you can count on:

  • annual 403b benchmarking
  • quarterly meetings that support you in your fiduciary obligations
  • employee education that supports their participation and engagement
  • robust employee financial wellness including award-winning  financial wellness app  

A Holistic Wealth Management Experience

Empowering Your Wealth 

A holistic and tax-efficient approach to orchestrating your financial life for greater alignment with you

Simplifying Your


Modern technology and human support to  keep you informed while you delegate the details

Your Trusted Partner

High-touch client experience guiding you to stay on track, accountable, and aligned with what matters most to you.

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