Nonprofit Organizations

Manor Ridge Wealth has access to some of the largest fiduciary managers who have extensive track records for delivering institutional asset management and administrative solutions for nonprofits including:

-Endowments and Foundations
-Charitable trusts
-Charitable gift annuities
-Donor advised funds
-Scholarship funds
-Pooled income funds
 

Expertise

We are able to address many issues investment committee members face as a full-time responsibility regarding manager research and selection, manager oversight, and portfolio structure. We also understand the complexities involving administrative issues such as costs, tax and accounting, reporting, rebalancing, and trust and custodial services.

© Copyright 2013 Manor Ridge® Wealth, Manor Ridge® is a registered service mark.​​

​Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC

Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Cambridge and Manor Ridge® Wealth are not affiliated.
We are securities licensed in the following states: CA, MA, MT, NJ, NY, TX, WA

IRS tax disclosure:

To ensure compliance with requirements imposed by the IRS, we inform you that any tax information contained in this site, was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matter(s) addressed herein.