Your Partner in Improving the Community
Your organization is a vital part of your community, making a positive impact on the lives of others. We partner with nonprofits and foundations like yours to manage the funds that let you perform this important work.
Our skilled and credentialed professionals provide services that address many of your organization’s needs, including asset management, record keeping, audit support and educational presentations. Our focus is always finding the best solutions for your organization, and we always make decisions that are in your best interest, not ours.
For more than a century, we have helped foundations and nonprofits navigate and adapt to changing economic and social conditions. We bring strength and discipline in the modern financial market, drawing upon the experience and knowledge of our team members to help your organization achieve its mission.
We understand the importance of community organizations on the lives of those they touch. Our company actively supports numerous organizations, and our employees devote their time and resources to hundreds of organizations to make a difference in the lives of others. The success of our clients and our communities is at the heart of everything we do.