BHJ Wealth Advisors logo in gray and orange
  • Close-up of female hands filling out form at her work desk.

Serving not-for-profit organizations

When making money management decisions, leaders at non-profit organizations often face different challenges than individuals do. Because many non-profits are relatively small, they need to manage their excess cash efficiently. They also must act as “prudent investors” and consider both the risk levels and time-horizon of their investments as well as their goals and cash flow needs. This can force boards or finance committees to have to make relatively complex decisions when managing their organization’s assets.  

Sharing the responsibility for making prudent investment decisions with a financial advisor can help improve efficiency and effectiveness. This can save time and resources that can otherwise be focused on furthering the organization’s mission.

Because each not-for-profit organization is different, we work to create a customized investment strategy that best fits the organization’s specific needs and goals.

Experienced Team

Our advisors have many years of experience on the boards and investment committees of a variety of small and mid-sized local non-profits. These organizations have used a wide variety of investment mandates so our advisors can use their experience to help you develop strategies that address the financial challenges and opportunities that you face.

BHJ helps your organization by:

  • Understanding its current financial situation and goals
  • Identifying your investment time horizon and risk tolerance
  • Working to provide investment education and communication to board and committee members
  • Developing and implementing investment policies which reflect the current situation and goals of the organization and its leaders
  • Investment performance measurement and analysis

If you seek to improve how your money is managed and want to build your comfort with the people who provide your advice, call us at 253.534.8888 or send us a message.