How We Help
Non-Profits Thrive

For over three decades, we have successfully managed endowments for numerous nonprofit organizations, helping them achieve their financial goals and further their mission through sustainable endowment growth strategies.

We help our clients manage and monitor their investment portfolios, analyze and manage fees, assist with risk management, determine if a socially responsible portfolio is a priority, and educate boards, donors, and finance committees about philanthropic giving strategies.

Our expertise extends beyond day-to-day investment management; we are dedicated partners in helping our clients realize their financial goals and advance their missions.

How We Help

  • Portfolio Design, including but not limited to:

    • Investment Strategy

    • Asset  allocation

    • Risk management

    • Diversification

    • Monitoring and Performance Tracking

  • Capital preservation

  • Long-term planning

  • Budgeting

  • Sustainability

  • Board development

  • Socially responsible investing

  • Educational workshops

Want to know what it’s really like to work with us? Ask us to connect you with one of our existing endowment clients to get firsthand knowledge of what you can expect when you partner with The Jamrog Group.

Frequently Asked Questions

  • Our team has over three decades of experience managing endowments for nonprofit organizations.

  • Absolutely! Following our initial call, if we appear to be a mutually good fit, we are happy to connect you with some existing clients.

  • We offer a discounted advisory fee to our nonprofit clients. Your specific fee will depend on the amount of assets under management as well as the requested level of involvement in your organization. Generally speaking, you can expect to pay a total cost of less than 1% of your managed investments.

    *Administrative charges, investment management fees, and execution/clearing/custody fees may also apply.

  • We are dedicated to acting prudently, transparently, and in the best interest of your organization. Jessica, Amy, and Jay are all CFP® professionals, which means they commit to CFP® Board’s Fiduciary Duty to act in your best interest at all times when providing financial advice.

Schedule an Intro Call

Simply interview us. We’ll answer your basic and complex questions and give you a chance to get a sense if we’re a good fit for you.