Helping Charitable Organizations & Nonprofits Allocate Their Investments to Match Their Goals
Do you wish you had a trusted advisor to help you ensure your endowments are wisely invested? Someone who will take this day-to-day burden off of your shoulders? Do you have ethical or environmental concerns with the investments your organization currently holds?
“We’re as passionate about you as you are about your cause.”
Your organization does important work. At JSA, we strive to understand why you do what you do in order to match your investment strategy to your mission and goals.
Our team of advisors can free you and your staff from managing your endowments, allowing you to focus on fulfilling your organization’s mission and serving your community.
When you work with JSA, your organization gains these advantages:
Tailored Endowment Investments
Find investment strategies best tailored to meet your specific investment objectives and spending needs.
We select companies that not only are poised for potential and performance but those that contribute to the betterment of society. In short, we invest in companies you can be proud to own.
Unlike large investment firms, JSA will work with your organization one-on-one to deliver the first-rate personal service it deserves.