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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

SYM’s Chief Investment Officer Andy Popenfoose.

View his videos at the CIO Corner.

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.