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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
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SYM’s Chief Investment Officer Andy Popenfoose.

View his videos at the CIO Corner.

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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.