Nonprofits and foundations with a smaller portfolio face a conundrum.  They are too small for most institutional-quality consulting firms, but they cannot afford to hire staff to competently manage the portfolio themselves.  So they settle for either a retail broker with little knowledge or experience working with boards and investment committees, or they become a rounding error for consulting firms targeting much larger clients.  Taken on as an "accommodation", they get canned reports and presentations from rookie consultants.

We are different.  Our minimum account size is only $1 million dollars.  You get the best of us, and we are good, very good.  We care.  We respond.  We nurture and guide you as if it was our own money.  In fact, for most of our charitable clients some of it actually is our money.  We only work with organizations who’s mission aligns with our own values and are fortunate to work with groups striving to make the world a better place.  So, we take care and work hard….and it shows.  

Finally, we act on a discretionary basis.  This means we share fiduciary responsibility with our clients, which requires us to work solely in their best interest. Most brokerage firms shirk fiduciary responsibility, offering instead a “suitability standard” that still allows conflicts of interest.  When you must constantly wonder if a recommendation is made for your benefit or theirs, how can you have a real partnership?