Nonprofits serve a vital function in our communities, prioritizing people in need and important causes over the pursuit of profits. To survive and succeed, they need to be strong, strategic and sustainable. That’s where we come in. Since day one, we’ve been passionate about providing nonprofits the financial savvy they need to maximize their resources and carry out their benevolent missions.
Our relationship spans strategy, investment selection and a whole lot more
Your domain is the nonprofit world. So you know how much technical regulation you need to navigate to remain compliant. We know it, too, having spent more than 30 years working closely with many of California’s leading nonprofits. Count on us to help you:
- Optimize investments to fuel operations and future expansion
- Establish and review investment policy statements to support long-term growth and capital preservation
- Fulfill trustee fiduciary responsibilities
- Research and recommend investment managers
- Construct and evaluate portfolios
- Deploy new funds and large gifts efficiently
- Navigate complex compliance and risk management situations
- Manage risk through diversification, including integrating public and private alternatives
- Educate donors about how to maximize the impact of their gifts
- Support continuity and succession planning
- Monitor and report on on-going performance, including regular meetings with boards and trustees
When it’s time to select specific investments, we can offer you specialized vehicles like private alternatives — which move independently of broader public markets — to bolster returns, protect against adverse market conditions and preserve liquidity.
Add our deep expertise to your team
Our value resides in our team members. They quickly become your team members, helping you with things like:
Discovery: We meet with your investment committee and board members to help define objectives, clarify assumptions, explain key concepts and chart a course for strategic growth.
Ongoing support: Our relationship with you is spearheaded by two of our senior advisors. They call in our experts in planning, compliance and client service whenever you need their expertise.
Coordination: When you need us to, we’re skilled at coordinating our work with that of your outside advisors — including attorneys, accountants and other specialists — to make sure everybody is in lockstep.
Smart investments can support your values, too
Investing is no longer a choice between returns and ethics. Our Westmount ESG portfolio gives you the power to prioritize investments that generate both performance and measurably positive societal impact — and avoid those that don’t. As one of Southern California’s few investment advisors who are also Certified B Corporations, it’s part of our mission to give you this opportunity to balance profit and purpose.
Want to strike up a conversation about your nonprofit?
Just click here to schedule some time together. We’re ready when you are.