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Insights for Non-Profits » Fiduciary Monitoring Helps Trustees Stay on Top of Their Game

September 30, 2021 | Fiduciary

Non-profit fiduciaries have a duty of care to their organizations. Everyone knows they should be acting in the best interest of the organizations they serve. It’s the right thing to do. But do you and your board members realize that when it comes to financial matters, not only is ‘best interest’ …

Insights for Non-Profits » Best Practices for Evaluating Your Investment Advisor

August 27, 2021 | Fundraising

Non-profit boards and investment committees have an important fiduciary responsibility. They must always do what is in the best interest of their organizations for their investment portfolios. This responsibility even exists when management decisions are delegated to third party investment …

Insights for Non-Profits » Webinar: Utilizing ESG to Align Financial Goals with Your Organization’s Values

August 13, 2021 | Investment Themes

Investing with a mind’s eye toward Environmental, Social, & Governance (ESG) considerations is in many ways, more important now than ever for many non-profit organizations. In this webinar, we explore how non-profits can navigate the nuanced ESG landscape and implement an ESG …

Insights for Non-Profits » Doing Well While Doing Good: Considering Socially Responsible Investing

July 29, 2021 | Investment Themes

Investors striving to achieve not only a financial return, but a social benefit as well, often turn to socially responsible investing (or SRI). SRI is especially applicable for non-profits that are seeking to ensure that their organization’s investments are fully supporting and are aligned with …

Financial Planning » Making the Most of Financial Literacy Month During a Difficult Time

April 13, 2020 | Financial Planning

Since 2004, April has been officially recognized as Financial Literacy Month in the US. This is a great time to expand your financial knowledge and effectively apply it to your own financial well-being. During this difficult time, our greatest concern is the health of our clients, employees, …

Markets & Economy » An Update on the Coronavirus and Markets

February 24, 2020 | Market Commentary

The Coronavirus outbreak spread beyond the Middle East and Asia this weekend, rekindling fears of a global pandemic and roiling international financial markets. Reports of new cases surged in South Korea, Iran, and northern Italy as the global total of reported cases approaches 100,000. …

Markets & Economy » 3 Health Care Controversies and a Word on the Coronavirus

January 30, 2020 | Investment Themes

Drug pricing, hospital fees, and the rising cost of health care are major hot button issues in 2020. Unsurprisingly, these issues frequently intersect with litigation and political policy. Staying up-to-date on the latest updates is critical to our investment process. Below, we’ve shared our …


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