Here to assist you in attaining your organization’s financial and long-term planning goals.
We Can Help
As a foundation, endowment or other nonprofit organization, preserving and growing your assets is of vital importance to your board members, donors and most of all, recipients. We help many organizations with management of their investment accounts, as well as tailor separate accounts to match donor needs, receive and invest contributions based on investment policy guidelines, and process distribution requests. We are here to assist you in attaining your organization’s financial and long-term planning goals, so you can dedicate your energy where it is needed most.
We would be pleased
to meet with you to discuss the unique characteristics associated with your organization and develop a focused plan designed specifically for you.
WELCOME TO OUR NEW & IMPROVED CLIENT ACCOUNT PORTAL!
Your New Temporary Password and Unique User ID Will Be Required At This Time.
Please see the recent email from Beth Weigel, Director of Operations and Client Services with YOUR NEW TEMPORARY PASSWORD and instructions to proceed. Once you enter the temporary password, you will be prompted to create a new password of your choosing, and will then be able to access your account portal, as usual. Please contact your Client Services Associate for assistance or with questions. Thank you.