We fully understand the challenges that non-profit organizations face

We understand how important finances are in achieving your mission. We have served the nonprofit community for 20 years, helping great organizations reach their goals.

Conservative Approach

Our investment approach is conservative. We seek lower risk, because we believe losing money is a serious matter. Preservation of capital is our top objective. We invest in businesses that we believe will be profitable long-term, rather than chasing short-term returns.

Ethics and Social Responsibility

The companies we invest in must serve real purposes in society. We meet with many of the companies we invest in, giving us a chance to assess their character and business plan, and to ensure they are managed by ethical and responsible leaders. All of our investment decisions are guided by a strong moral compass.

A Winning Process

Our strategy has proven to be a winning formula over 25 years. We combine cutting edge technology with hands-on analysis. This captures the best of both worlds – using technology alongside experience. Our goal is to build a portfolio of diverse businesses that will grow while mitigating risk. Through this process, we have helped many nonprofits continue to do good in the world.

We are a proud affiliate member of the Massachusetts Nonprofit Network and Philanthropy Massachusetts.

Massachusetts Nonprofit Network Affiliate Member Philanthropy Massachusetts

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