Partnering with Non-Profits
The principals at Napatree Capital are committed to assisting non-profits personally and professionally. Individually we are directors for organizations in our respective communities that serve a critical purpose for the general wellbeing of families. We understand that endowment assets are precious fuel for the mission of a non-profit and the people it serves; to that end, at Napatree Capital we collaborate with our non-profit clients to implement investment strategies, manage risk, and safeguard the future. We share your passion for service.
Our team works with non-profit boards and/or committees in the following ways:
- Investment Manager: We manage your assets based on our own proprietary research and investment solutions that are tailored to your investment policy statement (IPS).
- Consultant: As your organization’s external chief investment officer, Napatree Capital provides an in-depth review of your investment policy statement, assistance with understanding your cash flow and full financial condition, and assurance that the fund complies with all necessary state and federal regulations as well as the organization’s by-laws.