Investment Management For Nonprofits

Simple. Ethical. Software based.

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We offer socially responsible investing *
Certified Women-Owned Small Business
* ESG (Environmental, Social and Governance) investments

What We Do

The leader in software based investment management for nonprofits

Simple, low cost investments

Unbiased Advice

Easy to explain investment strategies

Simple, convenient process for managing your funds allowing you to focus on your mission

How it Works

UNDERSTAND YOUR NEEDS

As part of our sign up process, we ask a series of questions designed to get to know your organization and its financial needs.

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STRATEGY DEVELOPMENT

Our in-house algorithm uses your information to develop an investment strategy, including a tailored asset allocation and fund selection recommendation.

MONITOR AND MANAGE

We provide you with tools to make the managing of your investments as easy as possible.

Why Us?

We help our clients pursue their mission from a position of strength and financial stability

Our goal is to offer better long term returns on your investments.

We make managing your investments easy - saving time and effort.

Our service provides you with confidence - in its strategies and risk management.

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