Providing Investment Management Services To Select Foundations And Nonprofits

HB serves a select group of foundations and nonprofits with a high level of service and investment management tailored to the unique needs of each organization. We believe in working together to build a practical investment policy statement (IPS) that is easily understood by the key people involved in the organization, and then translating that IPS into an effective investment gameplan aligned with their specific income and liquidity needs. Private alternative investments are still a potential element of that plan, with a special focus on opportunities that are structured to avoid unrelated business income concerns often associated with private funds in the nonprofit/tax-exempt world. We focus on communicating to the board and staff in an easy to understand approach, combining sophisticated online reporting (and printed reports as desired) with clear explanations of the factors affecting the portfolio and how we plan to navigate the road ahead.

Learn More about Our Approach to Investment Management.

Learn More about Our Online Reporting.