General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
If you run a foundation or non-profit, fulfilling your organization’s mission through impactful community outreach is your priority. Trust Point can help you maintain that focus by taking on investment management and other administrative duties that are essential to keep your work going.
Trust Point has a strong reputation in working with many non-profit organizations and foundations. We have the infrastructure and acumen to help oversee the details it takes to efficiently manage private and public foundations and endowments.
Our independent status enables us to put our clients’ needs first and to exercise principled objectivity when creating specific investment plans for organizations like yours that must maintain value while sustaining funding goals in perpetuity. We will work with you to define your unique goals, evaluate your investment options, and determine, with you, the best path to success.
