Nonprofit & Institutional Investment Management
Investing with Your Mission in Mind
From investment policy development to ongoing portfolio oversight, we help nonprofit organizations and institutions manage assets with discipline, transparency, and a long-term perspective.
Our Approach
Supporting the financial future and impact of your mission.
For nonprofit organizations and foundations, responsible stewardship means making thoughtful decisions that support both today's operations and sustainable growth. We help develop investment strategies tailored to your organization's goals while providing clear guidance every step of the way.
Our experienced team works alongside your board and leadership to simplify complex investment decisions, encourage sound governance, and help build long-term financial stability that supports the people and communities you serve.
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What Makes Fragasso’s Nonprofit and Institutional Investment Services Different?
Fragasso has a dedicated team of professionals who are focused on helping non-profit organizations and institutions create customized plans and investment strategies.
Your Partner in Nonprofit & Institutional Investing
At Fragasso, we offer more than just investment management. We operate from a proven client experience built on collaboration, transparency, and long-term relationships.
Featured Resource
Build a Stronger Foundation for Your Board
Effective governance starts with clear roles, thoughtful leadership, and accountability. Download our Roadmap to Effective Board Governance to explore practical guidance that can help your board support your organization's mission with confidence.
Codified Client Experience
A structured approach that delivers clarity, responsiveness, and consistent support based on your desired outcomes.
Centralized, In-house Investment Team
Your advisor is backed by our in-house portfolio management team, and you benefit from collective market insights and unbiased investment guidance.
Transparent Fee Structure
One straightforward management fee covers all our advisory services and it is our only source of compensation. Plus, nonprofit clients receive a 25% discounted fee schedule.
Ownership and Perpetuity
We are an employee-owned organization through an ESOP. You benefit from an empowered and tenured team of professionals, and this structure argues against our firm being bought or sold.
Nonprofit & Institutional Specialists
A Team Committed to Thoughtful Stewardship
Frequently Asked Questions
We're committed to providing clarity every step of the way. Here are answers to some of the questions organizations ask most often.
Every organization has different goals, responsibilities, and financial priorities. We take the time to understand your mission, spending needs, governance structure, and long-term objectives before developing an investment strategy designed specifically for your organization.
Support your mission with a trusted investment partner.
Discover how thoughtful investment guidance and a collaborative partnership can help support your organization's financial future.