Nonprofit Institutions

With nearly 50 years of industry knowledge, we provide our nonprofit clients with experienced outsourced CIO and private equity investment teams. We manage your investment program for you, so you and your committee members can focus on other strategic priorities for your organization.

See Our Investment Strategy
non-profit

Serving a Variety of Nonprofits

EDUCATIONAL ENDOWMENTS

  • Private colleges and universities
  • Public colleges and universities and their supporting foundations
  • Community colleges
  • Independent schools

FOUNDATIONS AND PHILANTHROPIC ORGANIZATIONS

  • Private and family foundations
  • Community foundations
  • Public foundations and charities
  • Cultural organizations (e.g., museums, symphonies, ballets)
  • Religious organizations
  • Social services organizations

HOSPITALS AND HEALTHCARE ORGANIZATIONS

  • Operating fund pools
  • Insurance and funded depreciation reserves
  • Endowment and foundation assets

Spotlights

Montana Tech’s Rigorous STEM Curriculum Produces In-Demand Graduates
Investor Spotlight

Montana Tech’s Rigorous STEM Curriculum Produces In-Demand Graduates

Borrowing from the popular TV quiz show “Jeopardy!” the answer is: “Montana Technological...

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The Forman Acton Foundation
Investor Spotlight

The Forman Acton Foundation

A Community's Inheritance is a Scholar's Love of Learning Forman Acton valued education, no doubt...

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Telephone / General Inquiries: (888) 823-6246

Client Account Assistance: (888) 823-3863

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