Not For Profits
At Crossbridge Financial Group, we have a belief in giving back to the community. We also know that operating a successful not-for-profit organization is complex and unexpected financial losses can threaten the survival of the organization.
As an independent financial firm we are committed to providing not-for-profits, foundations, and endowments with innovative strategies that will help you achieve your specific objective.
We offer a full range of services that include:
- Developing an Investment Policy Statement
- Wealth Management using Asset Allocation
- Flexibility to choose from a broad range of investment choices
- Performance Management
- Fiduciary Responsibility
- Financial Reporting
- Online Access
- Meet with your Finance Committee on an on-going basis
- Communication and Education
Working with Crossbridge Financial Group will give you the time to focus on your core mission and the most important initiatives of your organization.