Plentiful Wealth, LLC
Categories
Education & Training Accounting & Financial Services Board Governance Fundraising & Resource Development
About
We help nonprofits cut unnecessary investment fees, allowing them to use those funds on their mission.
We're a local, independent fee-only investment firm providing fiduciary investment management for nonprofits, specifically those with assets under $25 million. Our services go beyond just investment management; we provide governance support through (free) Fiduciary Benchmarking Audits, IPS & Spending Policy creation, and investment education for your board members.
Additional Info
Plentiful Wealth Nonprofit Services provides low-cost, evidence based investment management, helping nonprofits put the savings toward to their missions.
Images
