Nonprofit solutions

Investment management built for nonprofits.

From day-to-day liquidity to long-term portfolio management, Approach Capital Partners helps nonprofits put their financial resources to work — so more can go toward the mission.

Schedule a conversation
Explore portfolio management
  • Cash Management
  • Portfolio Management
  • Liquidity Management
Nonprofit solutions

Investment management built for nonprofits.

From day-to-day liquidity to long-term portfolio management, Approach Capital Partners helps nonprofits put their financial resources to work — so more can go toward the mission.

Schedule a conversation
Explore portfolio management
  • Cash Management
  • Portfolio Management
  • Liquidity Management
A higher standard for a greater purpose

Resources managed with clarity, discipline, and purpose.

Your donors, board members, and beneficiaries expect your organization to be a responsible steward of its resources. Managing those resources can become complicated as cash needs, reserves, and long-term investments grow.

Approach Capital Partners is an investment firm nonprofits can rely on to help manage their financial assets with clarity, discipline, and purpose.

"We owe it to our donors, boards, and beneficiaries to do better with the resources entrusted to us."
A higher standard for a greater purpose

Resources managed with clarity, discipline, and purpose.

Your donors, board members, and beneficiaries expect your organization to be a responsible steward of its resources. Managing those resources can become complicated as cash needs, reserves, and long-term investments grow.

Approach Capital Partners is an investment firm nonprofits can rely on to help manage their financial assets with clarity, discipline, and purpose.

"We owe it to our donors, boards, and beneficiaries to do better with the resources entrusted to us."
Solutions for every need

You don't have to move everything.

Some nonprofits simply need a better solution for excess cash. Others need help managing an entire investment portfolio. Approach can meet the organization wherever it is today.

Cash Management

For operating cash and reserves that need to remain accessible.

  • Competitive yield opportunities
  • Daily liquidity
  • Insured account options
  • Short-term fixed income
  • CDs and Treasuries
  • Simple access and reporting

Portfolio Management

For organizations seeking a complete long-term investment strategy.

  • Customized investment strategy
  • Diversification
  • Fixed income and equities
  • Alternative investments where appropriate
  • Professional portfolio management
  • Ongoing monitoring and reporting
Cash management. A portion of your portfolio. Your entire portfolio. We build around your needs.
OUR APPROACH. YOUR MISSION.

A Simple Process for Lasting Impact

01
Listen
Understand the mission, liquidity needs, investment policy, time horizon, and priorities.
02
Design
Build a strategy around how the organization actually uses its money.
03
Manage
Implement and professionally manage the agreed-upon strategy.
04
Report
Provide clear reporting for leadership, boards, and investment committees.
THE PORTFOLIO SPECTRUM

One Strategy Across Your Organization's Assets

We help determine what needs to remain liquid, what can be invested for income, and what can be positioned for longer-term growth.

LIQUIDITY

Money Market/ Cash

INCOME

Treasuries CDs. Short-Term Fixed Income

GROWTH

Fixed Income Equities. Alternatives

Let's Put More Toward the Mission

Explore how Approach Capital Partners can help your organization manage its financial resources with clarity and purpose.
Schedule a conversation

Let's Put More Toward the Mission

Explore how Approach Capital Partners can help your organization manage its financial resources with clarity and purpose.
Let's Talk

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