Services for Organizations, Foundations, Associations and Non-Profits

The philosophy of Edelman Financial Services is simple: Avoid big bets and high-risk strategies, while helping clients target both their short-term and long-term goals. Our Institutional Services Team serves for-profit, nonprofit and religious organizations and charities, trade and professional associations, corporations, foundations and endowments, community groups and service organizations, schools and universities, and trust accounts.

Whether yours is a small or mid-size organization, foundation, endowment or association, we can provide the expertise you need to manage your assets, whether your need is to produce additional current income or grow your assets for future use.

As your investment advisor, we offer your organization complete stewardship - comprehensive investment advice, full implementation and ongoing, continuous management.

We are committed to:

  • Fiduciary Responsibility: Your board members and executive staff are entrusted with the management and stewardship of the organization's reputation and finances. As a Registered Investment Advisor (registered with the U.S. Securities and Exchange Commission), we have a fiduciary duty, which means we are obligated to work in your best interests at all times. We help to ensure that your investments are in accordance with your organizations investment objectives and liquidity needs.
  • Mission Sustainability: Most nonprofit organizations seek a strategy that will ensure the continuation of their mission in perpetuity, and we share your dedication to serving the many stakeholders surrounding your organization - be they volunteers, employees, donors, members, customers or beneficiaries of your services.
  • Performance Consistency: This is comprised of two equally important parts: service and investment performance. Both are crucial to your daily and long-term success. We understand the interconnectivity of budgeting, operations & portfolio performance, and our relationships are built on consistency.
  • Client Service: We realize that our true client is your mission. Everything we do is designed to help you best achieve your organizational priorities.