Non-Profit Fiduciary Services
Independent, fiduciary investment oversight designed to support the long-term sustainability of nonprofits, foundations, and charitable organizations.
Supporting Organizations with Purpose
At SolarisPWM, we understand that nonprofit assets exist to support a mission — not speculation. Our fiduciary approach focuses on preserving capital, managing risk, and supporting long-term sustainability so organizations can continue making an impact for generations.
With over two decades of experience serving nonprofits at every stage — from start-up foundations to established institutions — our advisors understand the unique responsibilities nonprofit leaders carry.
Who We Work With
Nonprofit organizations
Family foundations
Charitable trusts
Endowments
Faith-based & community organizations
Fiduciary Investment & Governance Support
Portfolio Management
Custom investment strategies aligned with mission, spending needs, and risk tolerance
Investment Policy Statement (IPS)
Creation, review, and ongoing governance support
Charitable Donation Due Diligence
Evaluating gifts, assets, and liquidity considerations
Donor Development & Planned Giving Support
Coordinating investment strategy with donor intent
Custom Reporting
Transparent, board-ready reporting and oversight
Independent. Transparent. Accountable.
- Fee-only, independent Registered Investment Advisor
- No commissions or product incentives
- Objective investment selection
- Governance-focused reporting
- Long-term sustainability mindset
Benefits for NonProfit Leadership
Confidence in fiduciary oversight
Reduced governance and investment risk
Clear documentation and reporting
Better alignment between assets and mission
A trusted advisor focused solely on the organization’s best interests
How We Work With nonprofits
1
Understand mission, objectives, and governance structure
2
Review existing investments and policies
3
Design or refine investment strategy and IPS
4
Provide ongoing monitoring, reporting, and support