Wealth Management for Not-For-Profits

We also provide wealth management services for not-for-profit organizations, which includes responsive investment strategies based on trust, service and results to 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, and Robert C. Meissner, III, have extensive knowledge and experience in assisting you, answer your questions and discuss your needs .

Joseph M. Ervolina

Robert C. Meissner III