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

Our Values

Integrity

We employ the highest ethical standards.

Excellence

We apply superior skills, and invest the effort to keep them sharp, to produce outstanding results for our clients.

Leadership

We take the initiative to advance thinking on how things should be and then making it realpropel it forward.

Greater Purpose

We support the nonprofit community, helping them pursue their missions from a position of strength and financial stability.

Meritam is a certified, women-owned small business.