A properly managed Nonprofit investment portfolio generates a message of planned long-term stability, fiscal accountability, and financial reliability to all members and stakeholders of the organization.

Stewardship and appropriate governance of non-profit assets is essential for operational success and requires fiduciary responsibilities of the Board, Trustees and any professionals hired.

Incorporating investment opportunities abiding by Environmental, Social and Governance investing may not only allow your organization to properly align its mission with investable assets, but also generate competitive returns. Does your portfolio need a review?

Private Capital Group serves the investment management needs of endowments, foundations, and charitable organizations by drawing on our broad wealth planning and management experience, robust technology platform, and research resources. Our independent investment management approach allows us to act solely in the best interest of your organization to deliver unbiased, objective investment management solutions.

TANGO Member Savings from Private Capital Group