Get your non-profit the specialized financial planning and advice you need to thrive.
Get your non-profit the specialized financial planning and advice you need to thrive.
Not all businesses are created equal. This is particularly true for non-profits like yours, who have to handle their finances a little differently to survive and thrive. For a start, your business is held to higher accountability standards than for-profit businesses. Integrity and honesty are key. Non-profits also need to pay close attention to budgeting, program costs, funding sources, cash flow, operating reserves, and critical infrastructure expenses.
We're aware of all the ins and outs of running a successful non-profit and we're eager to help your to succeed. As a non-profit you're supplying a much-needed service to the community and the country, and we're here to make sure you have the advice you need grow and flourish. Get in touch today and schedule a meeting. We're here for you.
Services for non-profits
Services for boards and leadership teams responsible for reserves, investment policy, retirement plans, and long-term stewardship.
How we help
Investment Policy Statement Development
We create guardrails for your portfolio to keep your investments in check
Asset Allocation
Talk to us about balancing the risk and reward for a successful outcome.
Manager Search and Selection
Get the portfolio manager that can reduce negative alpha and minimize risk.
Reporting and Performance Measurement
You can trust us to collect, analyze, and report back on the investments in your portfolio.
Analysis of Existing Investments and Investment Process
How are your investments doing? Our advisors will analyze them.
Investment Research
Knowledge isn't just power, it's money. We'll do the research you require.
Asset and Liability Modeling
Manage your business and financial objectives through a portfolio assessment.
Participant Plan Services
We provide holistic wealth planning for each participant in your employer-sponsored plan.
Committee and Trustee Education
Get the board up to speed on the latest financial advice and insights.
Existing Retirement Plan Analysis
Let's talk about your company-sponsored plans (e.g. 401k), and how they can be improved.
For mission-driven stewards
Resources for boards and leaders thinking about endowments, reserves, investment policy, and governance.
Do You Really Need a Family Office? Key Questions for Modern Wealthy Families
As wealth grows in complexity, families must decide whether a family office framework can bring better coordination and clarity to their financial lives. This perspective from Duncan Williams Asset Management walks through how to assess your assets and family dynamics, define what functions you need, and choose among embedded, outsourced, hybrid, or single-family office models. It also emphasizes grounding the entire structure in a shared vision of purpose and legacy.
Jun 26, 2026 · 7 min
Income Needed to Join the Top 1% by State (2025)
The amount of money you need to be among the top 1% of earners in the U.S. in 2025 depends a lot on where you live.
Nov 25, 2025 · 4 min
Holiday Optimism and Market Reality: Navigating November’s Seasonal Strength with Discipline
November is often seen as a bright spot for the stock market. Increased holiday shopping and year-end moves by big investors tend to give the market a boost.
Nov 4, 2025 · 2 min