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Our Impact

"Over the years we have been honored to build relationships with the leadership teams of various local not-for-profit companies. We have witnessed first-hand the success of many community-based organizations in achieving their goals for structural and operational growth. The team of advisors at Sanford Advisory has extensive experience working with executives alongside the board of directors in managing endowment assets, operational funds, and capital campaign accounts. As a fiduciary, we offer guidance on developing an Investment Policy Statement (IPS), full asset management services, and liquidity needs planning. We understand the challenges organizations may face in consistency given the potential for dynamic changes to staffing needs and board of director turnover. Our team is prepared to discuss your firm’s needs and provide a collaborative approach in developing an action plan. Please feel free to contact us today." 

                                                                                                   -Nick Bond, CFP® | MBA

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