We work with organizations and people who are making an impact. With decades of experience working with nonprofits, foundations and endowments, we understand that your mission and your investment strategy need work together – we can help.
Your investment strategy represents your vision for the future, and for philanthropic institutions, that vision is also carried in their mission – to better our communities, improve our environment, increase access to education or healthcare, and enrich our lives.
Social impact organizations create solutions to some of the world's most difficult challenges – but only with the trust and generosity of financial supporters.
Which means, nonprofit leaders are called upon to maximize the impact of every dollar, while ensuring the organization's long-term financial position remains strong.
At Murray, McGehrin, and Shiery, we know the weight of this responsibility. As individuals, we have served on nonprofit boards and finance committees. We are volunteers and donors. And, as an organization, we have over 25 years of experience guiding nonprofit clients as they preserve and grow precious donor dollars.
If you are ready to gain more control of your organization's investment strategy by creating a proactive plan that is aligned with your mission, we are here to help.
CFA, CFP®, CPFA®
CRPC™