The SHWM team works with nonprofits, including endowments and foundations, to provide thoughtful, goal-oriented wealth management services.

Nonprofit Organizations

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.

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