Financial Guidance for Minnesota Nonprofits
Your organization exists to make a difference. Our job is to help you steward your financial resources with the same care and intention you bring to your mission. Whether you're managing operating reserves, an endowment, or a long-term investment portfolio, we help nonprofit leaders and boards managing $5-25M in assets make thoughtful financial decisions with confidence.
Stewarding more than a portfolio.
Managing a nonprofit's finances means balancing today's needs with tomorrow's mission. From operating reserves and endowments to investment policies and board oversight, every financial decision carries a responsibility to your donors, your community, and your organization's future.
We help nonprofit leaders make those decisions with clarity and confidence.
How We Help
Investment Management
Prudent, diversified portfolios designed around your organization's goals, liquidity needs, and spending policy—not a one-size-fits-all model. Our focus is helping your assets support your mission, not the other way around.
Cash & Reserve Planning
We help determine how much should remain readily available, what may be appropriate for CDs or high-yield savings, and when longer-term investing may support your mission.
Board Education & Support
We simplify complex financial topics so executive directors, finance committees, and boards can make informed decisions with confidence. We're happy to attend board meetings when investment guidance is needed.
Investment Policy & Portfolio Reviews
Whether you're evaluating an existing advisor or reviewing your Investment Policy Statement, we provide an objective assessment and recommendations aligned with your organization's goals.
Advisor Second Opinions
Already working with an advisor? We provide an independent evaluation of your investment portfolio, fees, performance, and overall strategy—helping your board understand what's working, where improvements may be possible, and whether your current approach continues to serve your mission.
- How much should we keep in operating reserves?
- Should our reserve fund be invested?
- Is our Investment Policy Statement still serving us well?
- Are we taking the right amount of investment risk?
- Is our current advisor providing enough value?
- How can our investments better support our mission?
A boutique partner for organizations doing meaningful work.
We know nonprofit leaders wear many hats. Financial oversight shouldn't have to become another full-time job.
As an independent, woman-owned firm, we provide personalized guidance, direct access to your advisor, and recommendations made solely in your organization's best interest.
We're also committed to giving back—donating 5% of our profits each year to charitable organizations because we believe in investing in stronger communities.
Let's strengthen your organization's financial future.
Whether you're reviewing your reserve strategy, evaluating your investment portfolio, or looking for a trusted advisor for your board, we'd love to learn about your mission.
Schedule a Conversation