“Helping those who help others is a dream fulfilled” - Michelle Gordon
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
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
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
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 youSimplifying Your
Life
Modern technology and human support to keep you informed while you delegate the detailsYour Trusted Partner
High-touch client experience guiding you to stay on track, accountable, and aligned with what matters most to you.