As a leading member of a nonprofit, you carry a tremendous responsibility to balance the mission of your organization with its fiduciary goals. This often includes the structure and management of your investment portfolio. That's where we can be of great help.
ESSA has helped tax-exempt organizations maximize returns, mitigate risks, and create highly customized portfolio solutions that include an appropriate asset allocation strategy. Our expert advisors will help foster healthy growth and the responsible management of your financial resources.
Specially designed for non-profit institutions such as churches, colleges and universities, fire companies, and other 501(c) organizations seeking professional and customized management of an endowment portfolio. We serve as trustee or as investment manager, providing advice in the design of the trust agreement and working closely with you to understand its particular financial objectives.
Generally funded by donations, these accounts are designed to support your charitable institution.
Products offered by Asset Management & Trust: - Not FDIC insured - May go down in value - Not financial institution guaranteed - Not a deposit - Not insured by any federal government agency.
The information in this website is for US residents only