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Nonprofit Investment Programs

Helping you serve your foundation or endowment.

Enhancing financial security, spreading your values

Nonprofits must support their broader mission and objectives while managing day-to-day operations, organizational finances and a well-structured investment portfolio.

Our investment consultants understand these competing priorities. We assist numerous colleges, universities, healthcare organizations and other nonprofits in making investment decisions that enhance their employees’ future financial security. 

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Investment consulting for endowments and foundations

Foundations and endowments often seek to emulate the investment success of their larger peers.

Segal Marco professionals cater to the unique needs of these entities to help them improve their portfolio performance while delivering on their core missions.

Secure the future

Our team works with nonprofits not only on their core funds but also to invest their defined contribution plans. Explore our investment consulting services.

Investing in your program

Ask about investing for nonprofits. 

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