Your time is best spent advancing your mission, not overseeing investments. At TCI, we provide experienced fiduciary investment management for nonprofit endowments and foundations, so you can stay focused on making a difference.
Founded in 1990 with a few simple goals including: low fees and client empowerment through education. Today, we bring that same philosophy to institutions and nonprofit endowments. As you work toward lasting solutions for your nonprofit, we’re here to help you steward resources wisely and invest with intention. We take a disciplined, data driven approach to investing that can be tailored for your short- and long-term goals.
TCI is mission-driven, just like you. We understand leading with purpose, serving your community, and thinking long-term. That’s why we approach investment management as more than a service, it’s a partnership rooted in shared values.
As an independent, fee-only fiduciary, we support endowments and foundations with objective advice, clear communication and education opportunities. From aligning your portfolio with your mission to supporting board-level conversations, we help you steward your resources with confidence, so your organization can continue creating meaningful change.
Your mission is built to last, and so are we. At TCI, you’ll work with a deeply experienced, multi-generational team that understands the distinct responsibilities of nonprofit stewardship. We bring stability, perspective, and a true sense of collaboration.
You get direct access to your investment management team who knows your organization, understands your goals and stays engaged through every stage of your investment journey. Whether you need guidance through market fluctuations, leadership transitions or a sounding board for your board, we’re here, and we’ll be here.
Every nonprofit is different, which is why 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’d rather establish a strong foundation and check-in periodically or work closely with your board and staff to stay hands-on.
We provide ongoing reviews, attend board or finance committee meetings when needed, and adjust your allocation as goals evolve. If your focus is capital preservation, long-term growth, or supporting annual spending, we apply an evidence-based approach to help you stay aligned, and confident, at every step.
Choosing TCI means choosing a partner who understands that your investment strategy should empower your mission. We work alongside nonprofits to provide support that’s thoughtful, transparent, and aligned with the long-term impact you’re working to achieve.
From implementing an investment policy to preparing for board conversations, we help bring structure and clarity to the investment side of your organization. With TCI, you get more than expertise, you get a team that honors your mission and shows up with the consistency and care it deserves.
Managing a nonprofit means making decisions that honor both your mission and your commitments to your community. We’re here to support that balance with investment guidance that reflects your values, helps navigate complexity, and respects the trust your community places in you.
A strong investment policy helps ensure your strategy stays aligned with your goals, even as board members, markets, or priorities change. Whether you’re refining an existing policy or starting from scratch, we help create structure around risk and long-term sustainability, so your organization can move forward with clarity.
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