Investment officers at nonprofits face big challenges with complex capital markets, tough regulatory oversight, and high donor expectations.  We work with many nonprofit institutions to help them address these challenges.

We seek to alleviate investment committees of the heavy fiduciary obligation weighing on them.  While every client is different, our pledge is always the same: To help our clients achieve their investment objectives and encourage them to fulfill their organizational missions.

Quincy Cass believes that a thoughtful, balanced, and achievable investment approach can help organizations attain both their financial and mission-related goals within a cohesive portfolio strategy.