Our Commitment to, Experience with and Services for the Nonprofit Community
Our commitment to the nonprofit community—including foundations, endowments, religious institutions, NGOs, other (e.g., hospitals and academic organizations), etc.—goes back to our beginnings. In fact, John D. Rockefeller created one of the first charitable foundations in the US, and today nonprofits remain an important part of our clientele. We provide investment advisory and asset management services to a variety of nonprofits with portfolios that range from $1 million to more than $1 billion.
Our Mission Statement for Working with Nonprofits
- To enhance our clients' financial well-being and to build on the value that they have already created
- To be the trusted and preferred investment advisor and/or fiduciary consultant to the nonprofit community
What We Provide Nonprofits
- An extraordinary level of client service to nonprofits based on our 125 years of experience and a client-to-employee ratio of nearly 1.2:1 (as of March 31, 2011)
- Direct access to and communication with your senior client advisor, ensuring one familiar point of contact
- A team of senior professionals who volunteer and serve on the boards of various nonprofits, which gives us first-hand appreciation of your needs and sensitivities
- The opportunity to have our client advisors educate your staff, committees and board members about investment fundamentals, governance and fiduciary responsibilities
- A proven investment process that features customized asset allocation, risk management and portfolio design tailored to our clients' needs
- Deep expertise and capabilities in implementing investment programs for nonprofits, drawing from strategies from Rockefeller Asset Management (core global equity, fixed income and mission-related investments), Rockefeller Capital Partners (alternative investments) and best-in-class third-party strategies
- Experienced and successful Socially Responsive Investing (SRI) and mission-related investment strategies
- Analytical and modeling capabilities to evaluate potential future market scenarios in order to manage risk and plan cash flows
- A team approach of collaboration with our clients and their other advisors (e.g., lawyers, accountants, bankers, etc.)
- Alignment of your needs and our interests; we are independent and do not take placement fees from recommended managers
To Learn More
Please contact Michael R. Marsh, Senior Vice President at (202) 719-3012 and mmarsh@rockco.com.