Princeton Global’s Nonprofit Investment Services has a coveted reputation for its fiduciary ethical foundation, objective investment advice, competitive fees, and commitment to servicing the nonprofit community.

Dedication to the Nonprofit Community

Our boutique practice is committed to serving nonprofit institutions with high-touch client services and abundant resources. Our team, headquartered in Washington, D.C., has over 75 years of specialized nonprofit experience and appreciates the people and organizations dedicated to making a difference.

Your Outsourced Chief Investment Officer

Below are the key attributes our nonprofit clients highlighted as their main reasons for selecting Princeton Global’s Nonprofit Investment Services as their outsourced chief investment officer (OCIO). If chosen, we will provide you with these above-par services with our sincere goal of surpassing your expectations.

Nonprofit Focus

We are a boutique team dedicated exclusively to servicing the investment requisites of the nonprofit (tax-exempt) community.

Client Service Model

A Senior Portfolio Manager who holds the CFA charter will be your direct and main point of contact. We limit each senior portfolio manager to 20 to 25 client relationships, thus allowing you to experience a high-touch and boutique professional partnership.

Client Options

We offer our nonprofit clients OCIO or Investment Consulting Services with fiduciary commitment and responsibility.

Investment Policy Statement (IPS)

We will create or refine your IPS.

Individually Tailored Portfolio and Open-Architecture Philosophy

Based on your goals, risk tolerance, and IPS guidelines.

Frequent Portfolio Monitoring & Strategic Rebalancing

As needed for your portfolio.

Custody Services

Offered with our trusted and industry-leading partners.

Communication

We communicate proactively from the very start of our partnership and throughout its duration.

Portfolio Reviews

We strongly recommend scheduling quarterly meetings at a minimum, with additional meetings as needed in between.

Customized Reporting

When and how you like it – with 24/7 online access to your account.

Personal Experience

We are on nonprofit institutions' boards and finance committees, offering us a firsthand appreciation of your investment process and seriousness.

Collaborative Partnership

We welcome a collegial working relationship with your other professional partners (e.g., CPAs, legal, consultants, etc.)

Educational Services

Available in-person or via virtual access to your staff and board members.

Environmental, Social & Governance, Impact Investing, and SRI

Customization if desired.

Networking

Invitation to “client only” events for education, networking, and donor procurement.

Fees

Our fees are transparent and extremely competitive and include all services. We are willing to negotiate and never want to lose a meaningful relationship to your concerns regarding fees.

We sincerely thank you for this opportunity to compete for your trust and partnership!

Don’t hesitate to contact us if you have questions or require added information. We would be honored to be selected as your new professional investment advisory partner. Thank you!

 

Michael R. Marsh (Mike)

National Managing Director, Princeton Global’s Nonprofit Investment Services

Email: mmarsh@princetonglobal.com

Ready to get started? We’re with you.

(609) 945-1781
princeton@princetonglobal.com