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From planned giving to risk management, Harpswell Capital Advisors LLC delivers all the services to your nonprofit for a sound endowment investment program. Harpswell Capital Advisors understands your endowment needs extend well beyond the blocking and tackling of day-to-day investment management. As a boutique investment advisory firm, Harpswell is dedicated to the continued cultivation and specialization of financial management for nonprofit institutions and our narrow focus translates into real advantages for the nonprofits we serve!
It's advantageous for nonprofits to partner with a dedicated endowment advisor who oversees and meets their financial requirements day in and day out. Your institutional needs differ markedly from the offerings of banks and wealth managers. Harpswell is laser-focused on delivering exactly what you and your stakeholders expect and demand. Harpswell invested resources over the last decade to develop depth in the areas that mean the most to nonprofit institutions. In fact, we feel much of the virtue of working with a specialized endowment boutique revolves around the ancillary services we provide on top of our exceptional attention to detail relating to portfolio management.
Education tops the list of Harpswell’s specialized offerings. First, we recognize the fact that not every board member, committee member, CFO, or Executive Director is versed in the fundamentals of endowment management. Likely the most important facet of this function is making sure the investment policies are aligned with the goals and mission of the institution. With this in mind, Harpswell leverages its proprietary tools and aims to illustrate the impact of different investment and distribution policies. This way each stakeholder can conceptualize how these moving parts impact finances and sustainability. This function is of paramount importance and that is why Harpswell spent years developing the tools to best serve the nonprofit institutions that entrust Harpswell with their assets. Aside from Harpswell’s tools aimed at investment and distribution policy analyses, Harpswell spends time with new staff or Board members in a 1-on-1 investment tutorial. We are committed to making sure each institution has the needed resources, and we recognize that well-informed stakeholders can better fulfill their fiduciary duties. Harpswell also holds different forums for CFOs, Executive Directors, and Board Members to help supplement their understanding of their fiduciary duties.
We would like to express our gratitude to our clients who entrust Harpswell Capital Advisors, LLC to manage their endowments. From Mount Desert Island to Bethel, and from Oregon to Florida, we are grateful for the trust nonprofit institutions place in us. Rest assured; we will work hard every day to earn your trust as well.
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