Empowering Nonprofits,
Elevating Impact.
Delivering institutional investment management, stewardship, strategy, governance, and mission-aligned results.
Why We Serve Nonprofits
We believe everyone has the capacity to be an angel on this Earth. Our way of giving back is through what we know best, our investment and nonprofit expertise, helping nonprofits strengthen their financial foundations so they can continue changing lives in the communities they serve.
Service to others is the rent you pay for your room here on Earth.
Muhammad Ali
Nonprofit Investment Management Services
As a fiduciary, we provide a holistic approach to addressing your nonprofit’s financial needs. Below are examples of some of the all-inclusive services we offer:
Our Approach
The arch is the most stable self-supporting structure; all the pieces of the structure support each other. We believe the same can be said about supporting a nonprofit.
The Keystone
Harmony NonProfit serves as the keystone of your financial framework, cementing a cohesive structure supporting sustainability and mission continuity.
Coming together is a beginning; keeping together is progress; working together is success.
Henry Ford
Solutions & Impacts
Nonprofits each have unique missions, distinct goals, and challenges. We provide institutional-quality investment oversight designed to sustain your mission for generations.
Alone we can do so little; together we can do so much.
Helen Keller
Smaller nonprofits tend to receive retail investment advice and strategies; however, you require nonprofit expertise, addressing liquidity, cash flow, and sophisticated investment strategies enjoyed by larger institutions.
Harmony NonProfit customized portfolios that align with your mission, spending needs, and risk tolerance. Our proven record across decades of every market cycle; bull and bear markets, financial crises, political turmoil, and wars underscore our commitment to safeguarding your mission through every environment.
Delivering tailored institutional investment solutions provides your team peace of mind and frees them up to focus on your mission.
You’re concerned about balancing cash-on-hand with long-term portfolio growth, ensuring proper stewardship and sustainability.
At Harmony NonProfit, we provide comprehensive cash flow analysis and robust modeling tools followed by integrated risk management strategies.
Sophisticated risk management is essential to both near-term stability and long-term sustainability. Success is not defined by what’s earned in bull markets, but by what’s preserved in bear markets. Through proactive market positioning and disciplined portfolio construction we ensure your portfolio is resilient and your mission remains on course.
Your staff is burdened by spending too much time manually calculating data and chasing down information for reports and audits required by committees, the Board or accountants.
Harmony NonProfit delivers customized reporting that provides the information you need, precisely when you need it. Reports can be accessed directly through our secure platform, or by contacting a member of our team for personalized assistance.
By providing rapid access to data and reports, we minimize administrative burdens so you can remain focused on mission-driven priorities.
You struggle to maintain and improve your finance/investment committee, Board, manage your fundraising campaigns, and keep up with the latest developments in the nonprofit sector.
Harmony NonProfit has cultivated a network of consultants and nonprofit experts to support and educate in essential areas from fiduciary duties and nonprofit thought leadership to fundraising and strategic planning.
By providing educational sessions for your executive team and Board, we help embed best practices across your organization, driving stronger governance, better decisions, and greater mission success.
You remain concerned about donor support and the growing competition for donor generosity.
Harmony NonProfit partners with our clients to speak with donors, helping gain their trust. We also have partnerships that can offer clients fundraising platforms and support.
Providing customized support helps gain donor confidence and trust. Supplying access to fundraising experts offers nonprofits the ability to create a pathway to long-term sustainability.
Our Story
Harmony NonProfit was founded to serve smaller nonprofits and help them better achieve their mission and financial goals. We recognize these vital organizations, which are pillars of their communities, are underserved, facing rising fees and higher asset minimums imposed by large investment firms.
In response, we developed cost-effective, high-touch advisory services that leverage deep investment management expertise, helping nonprofits meet liquidity needs, achieve investments goals, and maintain a strategic balance of risk, return, and spending.
Our Mission
Provide tailored institutional investment management to nonprofit organizations, helping them achieve their financial goals and fulfill their missions; in so doing, becoming the provider of choice for mission-based organizations nationwide.
Our Philosophy
Nonprofits require an investment manager that truly understands the complexities they face. Their financial assets are the lifeblood to operations and fuel their long-term sustainability. They must be protected and thoughtfully grown. They cannot afford to take undue risks, putting in jeopardy their treasure and trust of donors.
Nonprofits remain resource-strained, continually having to do more with less. Staff typically face competing priorities and ever-expanding responsibilities. They deserve an advisor who serves as an extension of their team, prioritizes communication, anticipates needs, provides resources and delivers meaningful value beyond investment results.
A subsidiary of
Harmony Asset Management
Harmony Asset Management is a high-touch Fiduciary focusing on high net-worth individuals and small institutions, emphasizing communication, customization, and objectivity. Harmony NonProfit utilizes the depth and breadth of the team while focusing exclusively on nonprofit mission-based organizations.
Led by a former #1 ranked mutual fund manager by Morningstar and Lipper
Our team boasts 265 years of collective experience
18 years of operation, Harmony was founded in 2006
Ready to Speak to an Advisor?
Get in touch with us by email, phone, or by completing the form.
[email protected]
480-942-7701
Disclosures & Compliance
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact us for further information.
Advisory services offered through Harmony Asset Management, LLC, an SEC registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Please see our Client Relationship Summary (“CRS”) report. Additional information about Harmony Asset Management is available in its current disclosure documents, Form ADV and Form ADV Part 2A Brochure, accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-118731. Harmony Asset Management does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.