Non-Profit and Institutional

About our Services to Non-Profits, Institutions, and Foundations

Our years of experience and our choice of highly qualified strategic partners, make us a preferred provider of investment advisory services unique to non-profit and charitable clients. 

We work closely with your legal advisors. We are particularly aware of the fiduciary responsibilities inherent in the management of business and trade associations, non- profit organizations and charitable foundations.  Peoples Wealth Management, LLC focuses on prudent portfolio structure and active management of our clients’ investment portfolios.   

Social Screening

Non-profit and charitable clients have unique missions which call for written investment policy statements that are sensitive to the social concerns of its constituents, supporters, and beneficiaries.  This sensitivity may require us to screen companies out of portfolios that are incompatible with our client’s goals. 

Please tab to Our Qualifications to learn why we think we are uniquely positioned to serve fiduciary clients.  We provide portfolio assessments and proposals on a complimentary basis.