Wealth Management for Mission-Driven Organizations

The Holistic Wealth Solutions Group has experience in serving nonprofit organizations, foundations, and other mission-driven entities. We currently manage approximately $100 million in assets on behalf of more than 55 nonprofit and institutional relationships across varying asset sizes and mandates. 

Our team brings over 60 years of combined advisory experience and oversees approximately $700 million in client assets. We work with organizations ranging from newly established nonprofits to well-established institutions, each with unique missions and financial objectives. You work with a dedicated advisory team of senior advisors, investment professionals, and operational specialists who understand nonprofit governance and fiduciary responsibilities. Several team members have served in nonprofit leadership roles, providing firsthand insight into your organization's unique challenges and priorities.

We understand that nonprofit organizations require more than investment management alone. Our transparent advisory fee covers portfolio management, investment policy guidance, governance support, fixed income oversight, cash management, reporting, and strategic consultation.                              

We serve as trusted fiduciary partners, providing:

  • The Holistic Wealth Solutions Group Portfolio Management
  • Customized investment strategies tailored to your organization's specific objectives, reserve framework, and liquidity needs Governance Support
  • Strategic guidance for boards and Finance Committees, including Investment Policy development and compliance Reserve Planning
  • Specialized expertise in managing distinct pools of capital (operating reserves, strategic reserves) with different risk profiles and time horizons
  • Financial Stewardship
  • Risk management, credit analysis, transparent reporting, and proactive oversight.

Why Choose The Holistic Wealth Solutions Group for Nonprofits?

  • Access to institutional-quality resources and research capabilities
  • Customized portfolio solutions designed around your mission and objectives
  • Transparent, relationship-based pricing with no hidden fees
  • Continuity and accountability from the same trusted advisory team