Investment Solutions for Nonprofits

North Berkeley Investment Partners brings years of dedication and experience to our work with mission-driven organizations by providing access to financial services. Our goal is to strengthen organizations by providing financial clarity and stability through the proper management of their reserves.

Our investment management solutions for nonprofits are designed for steady long-term growth paired with downside protection. Portfolios are constructed based on the specific needs of each organization. We also provide expertise in portfolios that consider environmental, social, and corporate governance (ESG) factors alongside financial returns.



Guidance and Accountability

We understand the financial challenges faced by nonprofits and provide guidance that promotes the long-term well-being of your organization. By creating an investment framework, we can build accountability within your leadership team, now and into the future.

Agreed Upon Strategies

Our work together starts with an Investment Policy Statement (IPS) which acts as a mutually agreed upon strategy that is aligned to your investment policy. It clearly states your organization’s investment goals, risk tolerances, and time horizons. As the organization’s needs and goals evolve, our strategies will respond.

How We Support You

We help nonprofits make confident investment decisions to steward the funds that support their mission. Management is orchestrated around each organization’s unique reserve and investment policy including their risk capacity, time horizon, liquidity needs, and institutional values.

Value-oriented, diversified portfolios designed for steady long-term growth with down-side protection

Tailored portfolio construction to align your organization’s investments with your investment policy

Specialization in ESG investing with carbon conscious and partially screened options available for organizations concerned about the impact of their investments.

Stock donation assistance to allow your organization to accept in-kind donations

Strategies based on risk, time horizons, and organizational values to establish and maintain strategic alignment of your investments

Periodic reviews and quarterly reporting to Board or Investment Committee to ensure all stakeholders are properly informed

Asset Management Fees

Assets Under Management Annual Fee
Up to $3,000,000 0.85%
Next $2 million 0.50%
Above $5 million 0.35%

Questions

Contact Matthew Gatt, CFP® nonprofits@northberkeleyinvestment.com
510.528.5820

Active Nonprofit Participation

We are not only experts in helping nonprofits with financial matters, we also participate on nonprofit boards and committees. Our extensive experience guiding small businesses, both for-profit and nonprofit, provides contextual support to the more narrow area of financial and investment decision-making. We believe that the experience gained from sitting on boards, working with community partners, and volunteering is invaluable in providing perspective into financial sustainability. In fact, this level of commitment is written into our DNA as a certified B-Corp.