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