Institutional Services

You bring the passion to the causes you support, and together we can make sure your movement or cause doesn’t lose steam.

Join us around the fire and tell us all about your cause and the money used to support it. We want to hear more about the organization’s goals. Both in the short term and the long run, and the current plans to attain them fiscally. Once we know where you are, we can work together to strategize a plan that sets the financial groundwork in place to support the efforts in the short term while keeping your organization financially solvent in the long run.

If your institution has an endowment, we’ll work with you to see that it is invested in a smart way that maximizes it’s return. If your mission generates a large amount of cash, we’ll help you find solutions to be a better fiduciary of that money while aiming to mitigate risk. Whatever your organization’s financial opportunities, we can help you find a solution. It all starts with a conversation.