Our mission is to empower investors to make better informed decisions. Our approach involves streamlining the portfolio management process to help clients achieve their financial goals.
We promote the idea “Investors Deserve to Know” as a way to highlight the need for transparency, clarity, and accountability in the investing process. We believe that you should be absolutely certain about the fees you’re paying and the value you’re receiving. Whether it’s strengthening an investment policy, clarifying retirement possibilities, or advocating in the best interest of your organization and staff, we’re here to help. When the investing process is streamlined and clear, you are able to make informed decisions and focus on what matters most.
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The Study on Nonprofit Investing (SONI)
Launched in 2012, the annual Study on Nonprofit Investing (SONI) seeks to meet the need for timely, relevant, actionable data about how nonprofits invest their reserves and how their investments perform.
Now is your chance to answer the question—Are my organization’s investment reserves “normal”?
Nonprofits Deserve to Know
Is there No Good Place to Invest?
With stocks hitting record highs nearly daily in January we heard from many investors that this couldn’t possibly continue. There was a fear that there would be a downturn. This time that sentiment proved to be correct. At the end of the month and beginning of February we saw a significant downswing with US stocks
How Does the Tax Cuts and Jobs Act Impact You?
The Tax Cuts and Jobs Act (H.R. 1) has been approved by Congress and signed by President Trump. After a last-minute procedural glitch that required the Senate to vote first on the final bill, the most sweeping change to the U.S. tax code in decades cleared the Senate, 51 to 48, in the early morning
What a Year in the Market. Is it Time to Make Changes for 2018?
It has been a fantastic year in the stock market – so far! This statement could be uttered by people all over the world in 2017. In the US, stocks have gained 19.9% for the year through November. The average long tem rate of return for the US stock market has been 10% so the
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