With significant experience as money managers, investors, donors and volunteers for nonprofit organizations, Harmonic Investment Advisors has the integrity, independence and insight that can add value to your firm.
Harmonic Investment Advisors was formed after years of providing investment management services to a number of private and public entities including universities, labor unions, foundations, endowments, and non-profits supporting the arts and healthcare organizations.
Additionally, the Principals of the firm each have a long history of serving as volunteer board members for non-profit organizations and both have acted as the president of a non-profit professional association. These experiences are crucial in giving us a deep understanding of the unique aspects of managing non-profit monies. Further, reinvesting in the community remains an integral part of HIA’s corporate mission and practices.
Contact us today for more information about our non-profit money management process.
Click on the link below for a list of some of the non-profit organizations with which we have worked.