How we work with foundations, endowments and non-profits
We understand that money is more than just dollars in a bank account. Your organization worked diligently to raise these funds, the contributions came from people who believe in your mission, and these funds represent your organization's ability to support its current operations as well as further its mission.
We provide customized support to all our foundation, endowment and non-profit clients. Our services to foundations and nonprofits include, but are not limited to:
- Portfolio allocation and investment management
- Governance and risk management assistance
- 401(k), 403(b) and Defined Benefit plan advisement
- Board and finance/investment committee education
- Valuation and support for receiving gifts of securities and other assets
- Detailed regular reporting (account statements, audit and tax statements, etc.)
A key reason for our long-lasting success in the nonprofit community is our ongoing personal and professional commitment to the nonprofit sector. For The Etergino Group, working with nonprofits is not just a vocation, it is a passion.
Aligning investing with vision and mission
Many organizations seek guidance on how to balance two equally important goals: maximizing the return of their investment portfolio and maximizing progress toward their mission. We believe that a thoughtful and customized investment approach can unite these two objectives, thereby helping organizations achieve both their financial and mission-related goals.
The Etergino Group’s philosophy of “Connecting Wealth with Purpose” goes hand-in-hand with aligning an organization’s investments with its values and mission. In addition, The Etergino Group has a longstanding history of working with clients to pursue their financial goals while reflecting their values in the portfolio. We know that purpose and profit can go hand-in-hand, and result in a win-win for your organization.
Advising on investments
As organizations operate with a long-term view, The Etergino Group takes a long-term, strategic approach to investing. We have applied this investment philosophy consistently and successfully for decades.
We take great pride in the relationships we have built with Foundations and Nonprofits, and the customized investment portfolios we have designed that aim to maximize risk-adjusted returns while also selecting investments that are aligned with the client’s specific values and mission. Contact us today to set up an introductory meeting.
