Institutional stewardship, with a human partner
We work with underserved nonprofit organizations and foundations in Minnesota with $5–25M in assets that need more proactive guidance, strategic oversight, and partnership than traditional institutional firms typically provide.
Services for boards & finance committees
Investment Policy Statement
Drafting or refreshing your IPS so the portfolio reflects your mission, time horizon, and risk tolerance.
Reserve & endowment management
Disciplined, evidence-based portfolios sized to operating reserves, board-designated funds, and long-term endowment.
Board & committee education
Plain-language reporting and meeting support so every member can engage with confidence.
Values-aligned investing
Optional ESG and mission-aligned strategies for organizations that want their portfolio to reflect their values.
Spending policy & auditor coordination
Helping committees set and review spending rules that balance mission today and sustainability tomorrow, with clean reporting and documentation that makes audit and 990 prep straightforward.
Donor development
Supporting your fundraising efforts with guidance on gift acceptance, charitable vehicles, and donor stewardship that deepens long-term giving relationships.
A different kind of investment partner
We're independent fiduciaries, not product sellers. We bring institutional discipline without the cold corporate feel — meeting your board where it is, explaining decisions in plain language, and treating your mission as seriously as you do.
How we work with boards & finance committees
Portfolio management for nonprofits is its own discipline. Our process is built around fiduciary duty, board governance, and the cadence of committee work — not individual financial planning.
- 01
Discovery with leadership
We meet with the executive director, CFO, board chair, or finance committee to understand the organization's mission, time horizon, liquidity needs, and any existing investment policy.
- 02
Investment Policy Statement
We draft or refresh your IPS — defining objectives, asset allocation ranges, spending policy, prohibited investments, and the roles of staff, committee, and advisor.
- 03
Portfolio design & transition
We build a portfolio aligned to the IPS using disciplined, evidence-based strategies, and coordinate the transition from current custodians or managers.
- 04
Committee meeting cadence
We attend regularly scheduled finance or investment committee meetings with clear performance reporting, market context, and recommended actions in plain language.
- 05
Ongoing oversight
Between meetings we monitor allocation drift, rebalance per the IPS, manage cash flow for grants and operations, and flag anything that warrants committee attention.
- 06
Annual policy review
Each year we review the IPS, spending policy, and benchmarks with the committee, document changes, and support board reporting and audit.
Let's talk about your organization's investments
Schedule a complimentary introductory conversation with our team. We'll listen, ask good questions, and help you decide if we're the right fit.
Schedule a Conversation