Investment Program Development for Cultural & Faith-Based Organizations

For cultural organizations such as museums, performing arts institutions and environmental organizations, we develop investment programs designed to grow resources at a level of risk appropriate for them to help ensure resource funds are available for their philanthropic, preservation, and social efforts.

For our various faith-based clients, we also provide a comprehensive range of investment advisory services that allow them to fund social, charitable, and humanitarian efforts while building community. Additionally, we assist clients concerned about how their investments reflect their social or religious beliefs by developing and implementing a socially responsible investment program.