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For a fact sheet on Not-for-Profit
Services, click here.
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McHenry provides independent financial advice and investment options to not-for-profit organizations. The firm is dedicated to the delivery of high-value services with an eye toward our clients’ returns, risks and expenses.
Our comprehensive investment services help community service organizations achieve their organizational goals and funding commitments. We deliver operational efficiency and asset management solutions as a trusted member of the organization’s advisory team.
We provide a comprehensive approach in our advisory process. The process relies on objectivity, accountability, and a thorough understanding of our clients’ objectives and goals, whether foundation, endowment or capital fund.
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Our services support a broad range of investment vehicles and strategies — domestic and global — including:
- Separately Managed Accounts (SMAs) – targeting equities and fixed income securities
- Mutual Funds & Enhanced Index Funds – actively managed, traditional index and enhanced index strategies
- Exchange Traded Funds (ETFs)
- Specialty Solutions – including equity, fixed Income, guaranteed investments, alternative investments & certificates of deposit (CDs)
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