Investment Solutions for Non-Profits & Foundations

Strategic Investment Management to Advance Your Mission

At Mustard Seed Wealth Management, we understand that non-profits and foundations have a unique responsibility—to maximize financial resources while staying true to their mission. Our investment strategies are designed to help organizations grow and protect their assets, ensuring they have the financial strength to make a lasting impact.

How We Support Non-Profits & Foundations

  • 1. Mission-Aligned Investment Strategies

    We develop customized investment plans that align with your organization’s values and long-term objectives. Whether you prioritize capital preservation, sustainable investing, or endowment growth, we tailor our approach to support your goals.

  • 2. Endowment & Reserve Fund Management

    We help non-profits and foundations effectively manage endowments and reserve funds to ensure long-term sustainability. Our strategies focus on responsible growth, risk management, and liquidity planning to support your ongoing operations and grantmaking efforts.

  • 3. ESG & Socially Responsible Investing

    Many organizations seek to invest in ways that reflect their mission. We offer Environmental, Social, and Governance (ESG) and socially responsible investing (SRI) strategies that allow you to align your portfolio with your values without sacrificing performance.

  • 4. Risk Management & Diversification

    A well-balanced portfolio is essential for financial stability. We use a disciplined approach to diversification and risk management, helping your organization navigate market fluctuations while maintaining financial security.

  • 5. Transparent Reporting & Fiduciary Oversight

    As a trusted fiduciary, we provide full transparency and oversight, ensuring your board, stakeholders, and donors have confidence in your financial strategy. Our detailed reporting and performance reviews keep your organization informed and empowered.

A Partnership for Long-Term Success

At Mustard Seed Wealth Management, we are committed to helping non-profits and foundations fulfill their mission through sound investment management. With our expertise, your organization can focus on what matters most—creating positive change in the world.


Let’s build a strategy that supports your mission for years to come.

Contact us today to schedule a consultation.