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Financial Planning for Nonprofits

Spend your time advancing your mission—not monitoring markets. At TCI, we provide fiduciary nonprofit investment management for endowments and foundations. As a result, your team can stay focused on making a difference.

A proactive approach

Since 1990, our goals have been simple: low fees and client empowerment through education. Today, we bring that philosophy to institutions and nonprofit endowments. As you work toward lasting solutions, we help you steward resources wisely and invest with intention. We take a disciplined, data-driven approach. Therefore, we tailor strategies to your short- and long-term goals.

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A Partnership Rooted in Shared Values

TCI is mission-driven, just like you. We lead with purpose and think long-term. Therefore, we approach investment management as a partnership—not a product—rooted in shared values.

As an independent, fee-only fiduciary, we provide objective advice, clear communication, and ongoing education. From aligning your portfolio with your mission to supporting board-level conversations, we help you steward resources with confidence. As a result, your organization can keep creating meaningful change.

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A Team That Knows Nonprofits

Your mission is built to last, and so are we. Our deeply experienced, multi-generational team understands nonprofit stewardship. Moreover, we bring stability, perspective, and real collaboration.

You get direct access to an investment team that knows your organization and goals. Whether you need guidance through market swings, leadership transitions, or a sounding board for your board, we’re here—and we’ll stay engaged at every stage.

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An Investment Approach That Fits You

Every nonprofit is different; therefore, your investment strategy should reflect your unique goals, values, and timelines. At TCI, we manage your portfolio in a way that fits your style—whether you want a strong foundation with periodic check-ins or close, hands-on support.

We provide ongoing reviews, attend board or finance meetings, and adjust allocation as goals evolve. If your focus is capital preservation, long-term growth, or sustainable spending, we apply an evidence-based approach. As a result, you stay aligned, confident, and accountable at every step.

Why Choose TCI as Your Investment Manager?

Choosing TCI means choosing a partner who ensures your investment strategy empowers your mission. We work alongside nonprofits to deliver support that’s thoughtful and transparent—and aligned with the long-term impact you’re driving.

From implementing an investment policy to preparing for board conversations, we bring structure and clarity to the investment side. In short, you get more than expertise; you get a team that shows up with consistency and care.

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Values-Driven Stewardship

Managing a nonprofit requires decisions that honor your mission and your community. Because of that, we balance guidance with respect for your values. In practice, we help you navigate complexity while maintaining the trust your community places in you.

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Investment Policy Support

A strong policy keeps your strategy aligned—even as boards, markets, or priorities change. Whether you’re refining an existing policy or starting from scratch, we create structure around risk and long-term sustainability. Therefore, your organization can move forward with clarity.

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Let’s talk.

Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.

(877) 773-1859

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