Nonprofits & Foundations
A SYM Financial Niche
Managing the strongest resource behind your mission and your people: your fiscal strength.
A single stop for nonprofit investment consulting, SYM is a fiduciary manager dedicated to assisting your executive team and board in making informed decisions. We help organizations have the impact they seek.
- Full-service nonprofit investment consulting
- Broad resources
- High-touch service model
- Helping trustees navigate fiduciary roles
- Time-tested compliance process
Informed decisions
Transparent reporting empowers you with the information you need to make your best decisions.
A productive partnership
Facilitate the receipt of gifts via donor-advised funds, appreciated stock, and other planned gift strategies.
The greater good
SYM recognizes the impact of investment management on your mission.
Fiduciary best practices
Structured processes address fiduciary liability, improve administrative efficiency, and help to protect trustees.
