How we help
Nonprofit Investment Services
We are ardent supporters of our community. As a firm and as individuals, we make it a priority to donate significant time and resources to nonprofit organizations throughout Maine.
A holistic approach
Birchbrook provides several services to nonprofit clients, including:
- Endowment management
- Short-term cash reserve management
- Retirement plan establishment, management, and review
- Recommendations for fiduciary and governance best practices
- Assistance with big picture items like budgeting and spending policy
Each nonprofit is as unique as the people it serves, and mission-driven organizations have different needs than for-profit companies. We help our nonprofit clients by taking a holistic view. It’s what makes us an advisor rather than simply an investment manager.