Wealth Management for Not-For-Profits

Wealth Management for Not-For-Profits

We also provide wealth management services for not-for-profit organizations. We provide responsive investment strategies based on trust, service and results that can help your organization succeed in reaching its financial goals. Our services include:

  • Development and execution of investment policy statements
  • Strategies for portfolio preservation, income and growth
  • Assistance with cash flow needs

Our not-for-profit clients include:

  • Cemeteries
  • Family Foundations
  • Ministries
  • Charities
  • Colleges & Universities
  • Service Societies
  • Maintenance Funds

Our managing partners, Joseph M. Ervolina, CWS® and Robert C. Meissner, III, CWS® have extensive knowledge and experience in assisting not-for-profits and are always available to assist you, answer your questions and discuss your needs.

 

Joseph M. Ervolina, CWS®
jervolina@ccwealthmanagement.com

Robert C. Meissner III, CWS®
rmeissner@ccwealthmanagement.com