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Nonprofit

Partnering For Impact. Our Mission Is To Fulfill Yours.

A trusted partner to non-profit organizations

Your organization serves a critical mission in the community. Fulfilling this mission strengthens the fabric of the communities in which we live and work. Prudent investment management and advice from a trusted partner ensures the long-term mission of the organization is preserved. Equally important, nonprofit Boards have a duty of care to protect their financial assets. In addition to advising on and managing the investment portfolio, we provide customized reporting and sophisticated analyses.

When we manage your assets, we take the following investment approach.

Three advisors review documents together on a table.

Beyond investment management, we provide nonprofit boards with investment policy review, revision and drafting and Request For Proposal templates. We also provide regulatory and fiduciary counsel, planned giving advice and financial mission support. When appropriate, we are experienced with adding alternative investment classes and ESG strategies to nonprofit client portfolios.  

Nonprofit by the Numbers

Our track record is unparalleled, and we are passionate about doing the right thing for our clients. Our only products are advice & service.

  • 29 years of serving nonprofits in the Greater Capital Region and beyond
  • 52 client relationships in the Capital Region and Southern Vermont
  • 50%+ institutional client relationships greater than 10 years
  • $400m nonprofit assets under management
  • Clients ranging from $500k - $55m

Our Nonprofit Client Missions

We help clients beyond investment management by providing investment policy review, revision, and drafting. We provide regulatory and fiduciary counsel, planned giving advice, and financial mission support and beyond.

Animal Welfare

Arts & Culture

Associations

Colleges & Secondary Schools

Faith-based

Hospitals & Healthcare

Human Services

Private Foundations

Our Investment Philosophy

One size does not fit all clients.

Whether we manage your assets or consult with you and your current investment firm, we believe the following:

  • Movement across business cycles can present tactical opportunities. 
  • Plan for known risks, diversify against the unknown. 
  • Overall asset allocation is the largest driver of portfolio returns. 
  • Balancing growth goals against volatility and drawdown. 
  • Controlling friction factors can improve outcomes in the long term. 
  • Controlling short-term volatility is an important objective, but is secondary to preserving purchasing power. 
  • Diversifying for the sake of long-term growth potential, not just to minimize risk. 
  • Identifying portfolio goals against volatility and drawdown. 
  • The most important investment objective for nonprofits is the ability to continue their mission. 
  • Spend rates and investment strategies must be in sync to achieve your long-term investment objectives. 

Without well-served clients, we don't have a business. As an employee-owned firm, this truth is more than a platitude. It is cultural.

Non-Traditional Investing

The investment world is rapidly evolving. Incorporating new investment approaches when appropriate is critical to maximizing risk-adjusted returns. 

ESG (Environmental, Social and Governance)

Sometimes the toughest part of socially responsible investing is defining the goals in a complex landscape. Let us help you define your objectives and execute an effective strategy to address them.

Alternative Investments

Alternative investment classes are only worth considering if they can be reasonably expected to achieve a portfolio objective. Let us help you explore their role in your portfolio, if any. We use them for a variety of purposes including reducing risk and enhancing return and bond yields.

When liquidity is not an issue, we can explore alternatives like structured notes with buffered exposure to falling equity markets, private placement assets, direct middle market lending, real estate, private equity and low equity market correlated assets.

Why Graypoint

  • Our investment management approach is well suited to fiduciaries, such as the staff and board of nonprofits
  • As an employee-owned firm, good client service is more than lip service; it is a foundational value
  • We can provide sophisticated analyses as needed as well as customized reporting
  • When appropriate we are experienced with adding alternative investment classes and ESG strategies to nonprofit client portfolios
  • Graypoint is philanthropic: charitable donations, board service, volunteer days and pro bono work for smaller organizations
  • We are experienced with regulations that impact non-profit organizations