Financial Planning & Investment Management for Mission-Based Organizations
Harmony NonProfit is dedicated to ensuring a sustainable future for your organization. As trusted advisors, we provide sophisticated financial management services tailored to your unique needs, so you can focus on what matters most—your mission.
Our Approach
Our approach is to listen and ask questions; that is how trust is built. Once we thoroughly understand your goals and needs, we make recommendations and create customized solutions tailored to those investment goals, risk parameters, and back-office needs.
We are not just financial stewards for your investments, but advisors you can rely upon to help in any area that impacts your finances and sustainability. Our network of experts and thought leaders is accessible to help strengthen, broaden, and grow your organization and mission.
Nonprofits need more than just good investments. The arch is the most stable self-supporting structure because by its nature, all the pieces of the structure support each other. The same can be said for aspects of supporting a nonprofit.
The Keystone
Harmony NonProfit puts all these pieces together;
managing, guiding, and orchestrating for you.
Smaller nonprofits tend to receive retail investments and strategies, however, you require sophisticated tax, liquidity, cash flow and investment strategies typically offered only to large institutions.
Harmony NonProfit builds tailored solutions for your non-profit’s unique needs and preferences. We have significant experience managing portfolios to specific cash flow needs and risk parameters. We have managed portfolios through bull markets, bear markets, financial crises, political crises, and wars.
Providing your nonprofit with tailored solutions frees up your team to focus on your mission. Isn’t that why you work with a nonprofit to begin with?
You’re concerned about having cash for day-to-day operations as well as having enough for long-term sustainability.
We can develop comprehensive cash flow analysis followed by tailored investment solutions and robust risk managements strategies.
Sophisticated risk management strategies are critical for both short-term and long-term sustainability. It isn’t about how much you make in bull markets; it is about how much you keep in bear markets. By combining proactive capital market strategies and cohesive portfolio strategies with risk management strategies, we will help you stay on track.
Your staff spends too much time on focusing the business work, chasing reports, calculating data, trying to complete audit and 990 reports, rather than focusing on your organization’s mission.
Harmony NonProfit provides customized reports supplying the data you need when you need them. We can give you direct access to these reports, or you can simply call or email one of our team members.
Since we can provide reports with the exact data you need in minutes, you spend less time doing work that does not support your mission.
Your organization relies upon manual systems and paper to manage day-to-day operations.
We can streamline your back office functions, building efficiencies, security, and risk controls to manage cash needs, transactions, audits, reporting, and ongoing due diligence. We offer a client portal that allows your organization to send and receive data securely and generate reports whenever they desire.
Reducing workloads and increasing your team’s efficiency leads to a more successful outcome, providing better support for increasing the health of your community—allow you to succeed together rather than struggling individually.
You struggle to maintain and improve your board, manage your fundraising campaigns, and keep up with the latest developments in your industry.
Harmony NonProfit has developed and continues to expand our network of consultants and leaders to support and educate you and your board on numerous topics, from Thought Leadership to Fundraising, from Succession Planning to Strategic Planning.
By providing your executive team and/or your board with educational meetings, your team will be able to incorporate best practices throughout your organization, which leads to more success in fulfilling your mission.
Our Philosophy
Investment experience is critical for nonprofits because the assets are the lifeblood of sustainability. Getting those assets is incredibly difficult, and you need a manager that doesn’t put your organization at risk needlessly or recklessly. But investment knowledge alone isn’t enough.
Nonprofits are strained with too much to do with too few resources, so service is crucial. Service is more than just doing what is asked; it entails doing what is needed and anticipating needs and responding before being asked. It is about communication. Our average client has been with us twice the industry average—that is trust.
Harmony Asset Management
Harmony NonProfit is a subsidiary of Harmony Asset Management, utilizing the depth and breadth of the team while focusing exclusively on nonprofit mission-based organizations.
Harmony Asset Management is a high-touch Fiduciary focusing on high net-worth individuals and small institutions, emphasizing communication, customization, and objectivity.
Why Nonprofits?
Because we all can and should be angels on this Earth. We believe in giving back, and the best way we can do that is by offering our expertise, which helps nonprofits do what they do best.
Our Experience
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.