Fragasso has a dedicated team of professionals who are focused on helping non-profit organizations and institutions create customized plans and investment strategies. We strive to keep the organization’s priorities and investment funds in harmony. Fragasso serves as a fiduciary partner to each organization and their board, acting in the interests of the organization.
We serve clients nationally and in a variety of sectors such as higher education institutions, human services, public and private pension funds, animal welfare, and trade organizations. So, what attributes make us unique compared to competitors?