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.