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Endowments, Foundations & NonProfits

Our team is a true partner within your organization’s mission.  Aurdan Capital Management delivers comprehensive investment management and strategic advisory solutions for your staff, board members and donors.

NONPROFIT PARTNERSHIP Process

Discover

  • Understand your mission and organizational goals
  • Learn about investment and financial objective

Organize

  • Define investment strategy
  • Review current Investment Policy Statement

  • Collaborate with Committee and Board Members

Implement

  • Strategic guidance on Investment Policy Statement
  • Consider economic outlook and market expectations
  • Incorporate nonprofit best practices

Develop

  • Employ goals-based investment strategy
  • Integrate any spending policies or liquidity needs
  • Execute Investment Policy Statement
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Nonprofit Services

Who We Serve
610.212.4790

Our target market encompasses individuals, families, retirement plans, and non-profits. This segment represents a significant and lucrative market where our expertise can provide substantial value.

Clients within this range often seek assistance with investment and financial planning, asset allocation, tax optimization, estate planning advice, and risk management. Importantly, they are often overlooked and underserved by the big brokerage houses. By focusing on this specific market space, we can tailor our services to meet their unique needs and deliver a highly personalized and sophisticated approach. 

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Strategic Advice

  • Investment Policy Implementation
    and Monitoring
  • Liquidity and Spending
    Policy Management
  • Nonprofit Best Practices
  • Custom Asset Allocation Strategy
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Investment Management

  • Open Architecture
  • Flexible Portfolio Construction
  • No Proprietary Products
    No Conflicts of Interest
  • Goals-based Investment Strategies
  • Manager Research, Selection
    and Due Diligence
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Administration

  • Comprehensive Investment
    Performance Reporting

  • Retirement Plan Services
  • Donor Advised Funds

  • Secure Online Access

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Education

  • Experienced Team of Nonprofit Resources

  • Access to a Trusted Network
    of Nonprofit Partners

  • Aurdan Capital Thought Leadership