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.