Non-Profit, Endowment & Foundation Management

If you operate a non-profit, endowment, or foundation, or would like to create one, our United Wealth professionals are here to assist you with investment strategy and sound financial management. 

We partner with you to create a sustainable, long-term plan for your non-profit assets, and manage your organization's investments according to your mission-specific goals to help you deliver results. 

To learn more about managing your non-profit investments, call us today to discuss your needs.