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Investing for a Better Tomorrow.


Mission-Driven Foundations and Endowments

Consulting Fees — Please contact us for a customized proposal based on your company needs.

Services May Include:

  • Investment Committee Selection
  • Create Investment Policy Statement (IPS)
  • SRI Investment Selection
  • Develop Proxy Voting Guidelines
  • Portfolio Oversight and Quarterly Rebalancing
  • Annual Review of Strategy
  • Portfolio Monitoring and Reporting
  • Community Investment Selection
  • Donor Presentations 

Money Management — fee-based asset management*

  • Fixed Income:
    • Under $1,000,000 – 1.0%
    • Over $1,000,000 – .80%
  • Managed Mutual Fund Portfolios:
    • Under $1,000,000 – 1.4%
    • Over $1,000,000 – 1.0%
  • Separate Account Managers:
    • This option only available for accounts over $250,000
    • Fees vary based on manager selection

*Fees may also vary based upon account complexity or special needs.