The entire investment process from asset allocation to monitoring can all be done through our online portal when and where you need it.
Our goal is to allocate assets and select low cost funds in a manner that gives you the opportunity for consistent returns over time. You can customize your allocations and fund selections if you choose to be more involved.
We provide a clear view on performance across the entire portfolio - from your total return, to the return of each fund associated fees
You can plan with our easy to use tools and calculators. If needed, you can make changes to your account (withdrawals, risk profile, liquidity needs)
Automatic development of an Investment Policy Statement to clearly communicate your goals. Rebalancing to make your portfolio more efficient. News updates to make it easy for you to follow the markets.
We are focused exclusively on nonprofit organizations - so we understand your needs and support your fiduciary duties
We use the latest in market research and investment strategies.
We review ETFs to choose the right ones for your portfolio
We have a simple and clear way to understand your appetite for taking risk
We bring all of these parts together in a clear investment policy statement that explains your strategy and its benefits - a key to communicating with your board and other stake holders.
A written investment policy is central to ensuring that you have a clear plan for your investments that is easy to explain and relates back to the needs of your organization
by carefully constructing your portfolio out of index funds selected for their efficiency