Institutional Services

Our passion is your success. We offer financial consulting and services for Charitable Foundations, Non-Profits, and Endowments. Through effective and efficient financial strategies, we can help your small- to mid-sized organization elevate your financial success and achieve your organization’s mission.

Examples of Services We Offer

Fee-only Fiduciary Model

Committee Governance

Manager Due Diligence

Portfolio Management

Want more information about SBC, our processes, or our services?

 Contact us for a no-obligation consultation today.