Nonprofit Investment Management
Empowering Nonprofit Organizations
to achieve their charitable missions, long-term financial stability, and community growth.
Premier bespoke investment manager, helping you navigate investment strategies tailored to your financial goals. Every institution, nonprofit or for profit, has its own unique circumstances. As an independent registered investment adviser, we tailor our services to align with each institution’s unique objectives.
- 25+ years of partnering with nonprofit organizations
- Accredited team of CFA® charterholders, Ph.D., IACCP®, AIF® Designees, & MBAs
- $2.3+ billion in firm assets under management
Through our experience and proven ability in understanding an institution’s challenges, we have navigated a wide range of requirements, including state-specific regulations, donor restrictions, distribution guidelines, and liquidity needs.
Building Clarity, Accountability, and Financial Stewardship
Helping nonprofits achieve their mission through values-based solutions, providing clarity without complexity, through our institutional investment management process:
1. Investment Assessment
Our team will evaluate your organization’s current holdings, investment goals, liquidity needs, and any unique constraints.
2. Strategy Implementation
We will collaborate with your Committee and Board to establish a long-term IPS, guidelines, and develop an investment strategy aligned with goals and requirements.
3. Strategy Management
Your portfolio manager will deploy cash and adjust holdings, while we continuously monitor the portfolio, communicate progress, and follow a schedule to review and report on performance.
Dedicated to Supporting Mission-Driven Organizations
Investment Policy Statement (IPS)
Strategy development and implementation with ongoing management and structured review
Active Investment Management
Tailored, well-diversified portfolios built utilizing individual securities
Values-Based Investing
Incorporation of socially responsible investment decision-making to deliver client value
Charitable Giving & Donation Strategies
Enhance long-term financial planning and expand sources of funding through diversified revenue streams (e.g. stock donations, QCDs, DAFs)
Partnership Strategy
Institutional-based investment management expertise provided in support of our Minnesota organizations
Providing Clarity Without Complexity
Speak with a Stonebridge Capital Advisors Professional today!
Advisory services offered through Stonebridge Capital Advisors, LLC., an investment adviser registered with the U.S. Securities & Exchange Commission.
The information provided was generated as of 06/30/2025.
CFA® and Chartered Financial Analyst® are trademarks owned by the CFA Institute. The Center for Fiduciary Studies own the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements. The IACCP designation stands for Investment Adviser Certified Compliance Professional®. This certification is co-sponsored by NRS and the Investment Adviser Association (IAA). It involves completing a program of study, passing a certification exam, and fulfilling work experience, ethics, and continuing education requirements.
Investing involves risk including the possible loss of principal. Investors should carefully consider investment objectives, risks, charges and expenses. Performance is historical and is not indicative of future results.