Non-Profits and Institutions

For nonprofits and institutions, Bringing Together Money and Meaning means aligning investment strategy with mission, governance, and long-term sustainability.

ThirtyNorth provides investment oversight designed to support organizations whose financial decisions carry responsibility beyond returns alone.

Investment Oversight

We work with nonprofit and institutional organizations to provide investment management, policy guidance, and governance support.
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Our approach emphasizes stewardship, long-term perspective, and thoughtful decision-making in service of organizational purpose.

In recognition of their differing needs, we use a customized approach for each Not-for-Profit client. Our services typically include:

Consultation on the purpose served by the investments, the cash flow needs from the account, and guidelines for any special considerations
Investment Policy Statement review, consultation and maintenance
Recommendation and establishment of third party custodian
Development of investment strategy and asset allocation recommendations
Investment Manager search and evaluation
Investment performance measurement and reporting

Take a look at our other offerings.

Employers
Individuals