These days, nonprofits are facing particularly challenging times.
Donors are discerning, and have more options than ever before from which to choose. Nonprofits must compete with other organizations in their mission “space,” while the expense of running an effective nonprofit continues to rise.
It is therefore more important than ever for nonprofit endowment funds and investments to be overseen by objective, professional advisors who understand this environment.
The SHWM team works with nonprofits, including endowments and foundations, to provide thoughtful, goal-oriented wealth management services. The organizations we work with benefit from access to our deep investment knowledge and expertise as well as through our association with Smith & Howard, a nationally recognized accounting firm with a large nonprofit client family and dedicated team of CPAs who focus on nonprofit accounting, audit and tax needs. The combination of our investment offerings and nonprofit expertise from our CPA sister-firm distinguishes SHWM from other investment advisors.
Our investment approach appeals to nonprofits with its extensive use of highly liquid low-cost index funds and our disciplined approach.
Just like our individual clients, nonprofits experience a level of personal service that creates a sound, trusted relationship for all involved. We believe in long-term relationships, and work to establish and keep those relationships as a reliable, trusted advisor in an environment that is constantly changing.