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Portfolio Management for Charities and Non-Profit Organizations

Often times, charities and non-profit organizations don’t know the options they have available for their investments. Our team at Zephyrus Financial Services has experience working with charities and non-profit organizations. We can assist with managing portfolios, trust management, investment policy statements, and risk mitigation.

If you or someone you know manages a charity or non-profit organization and has questions about their financial options, we encourage you to contact us today.