A Partner for Your Mission.
When we work with your foundation, nonprofit, or endowment, you get our deep collective expertise applied to your organization’s finances, investments, and mission.
Our goal: to maximize your organization’s potential to serve its community, and to create confidence in its financial future.
Beyond Investment Consulting
For decades, LNWM has provided investment management and financial guidance to some of the Pacific Northwest’s largest nonprofits. But it’s not the only way we help.
We can advise your board on a wide variety of issues that nonprofits typically face: fiduciary liability, risk management, new tax laws and regulations, and donor strategies.
A full understanding of funding needs
We work closely with you to accurately determine the level of income investments must generate, how to maximize the longevity of the portfolio, and the optimal level of withdrawals the portfolio can sustain.
Mission-Related Investing
If mission-aligned investing is a goal for your organization, we can help you use your portfolio investments to make an even greater impact. We partner to find investments that both serve your mission and meet the return expectations needed to support your operations and philanthropic giving.
As a corporate member of Confluence Philanthropy , we stay current on impact and sustainable investing trends and can advise you accordingly.
Customized asset allocation services
The globally diversified portfolios we design for foundations, endowments, and nonprofits are geared to fund your organization’s activities for decades to come.
We periodically stress-test your portfolio to determine if adjustments are necessary and report back to your staff and board. We’ll also make tactical adjustments to take advantage of near-term market opportunities.
In-depth asset manager research, selection, and monitoring
As a fiduciary financial advisor, we are bound by a commitment to provide investment advice that is in your non-profit’s best interest. We invest your organization’s assets with managers we think will deliver the highest risk-adjusted returns over a full market cycle. These managers are the select few we identify as best-in-class based on in-depth data analysis and interviews to reveal their strengths and weaknesses.
Focus on reducing manager fees
Because of our firm’s size, we are often able to negotiate reduced fees with the asset managers we use in client portfolios. As a fee-only firm, we pass these savings directly to your organization.
A Partner for Your Foundation
For over 50 years, Laird Norton Wealth Management has strategically managed the investments of foundations and other nonprofits so they can continue to provide vital services and resources to their communities.
