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
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Informed decisions
Transparent reporting empowers you with the information you need to make your best decisions.
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A productive partnership
Facilitate the receipt of gifts via donor-advised funds, appreciated stock, and other planned gift strategies.
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The greater good
SYM recognizes the impact of investment management on your mission.
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Fiduciary best practices
Structured processes address fiduciary liability, improve administrative efficiency, and help to protect trustees.