Institutional Services

As investment fiduciaries with over 60 years of combined experience, the team at Alpha Financial Partners offers important guidance to those responsible for overseeing foundations and endowments.  Standing on solid financial ground is vital for a nonprofit to fully achieve its mission.  We come alongside the CEO, CFO, and board members to provide the following services:

Foundation and Endowment Consulting

Investment Policy Review and Design

Investment strategy implementation and fiduciary level management

Performance analysis

Ongoing communication with CEO and CFO

Board member education

Cash management

Retirement plan services for employees

Spend more time pursuing the mission of your organization by partnering with Alpha Financial Partners. We will help maximize the dollars entrusted to you and mitigate the liability on the people who passionately give of themselves to serve your worthy mission.