At Schneider Downs Wealth Management Advisors (SDWMA), we understand the unique financial demands that non-profits, foundations, endowments, and institutional investors face.
Our team delivers tailored investment management and advisory services that support long-term stability, align with your mission, and meet rigorous regulatory standards.
We provide institutions and non-profits with the clarity, strategy, and oversight they need to manage assets responsibly and support long-term success.
Receive expert guidance on governance and investment policy development to reduce risk and meet strict regulatory standards.
Our portfolios are thoughtfully designed to support your spending policies and long-term goals, ensuring your assets grow while staying aligned with your mission.
As a fiduciary, we deliver objective, conflict-free advice—providing full transparency and accountability in every financial decision.
We recognize that effective financial management goes far beyond portfolio performance. That’s why we offer institutions and non-profits access to a full spectrum of advisory services—including accounting, tax strategy, and operational consulting—designed to improve financial efficiency and maximize the impact of every dollar.
Our multidisciplinary team works closely with your leadership to streamline financial operations, enhance reporting accuracy, and ensure compliance with evolving tax and regulatory standards. Whether you’re navigating complex funding models, developing a sustainable spending policy, or planning for long-term growth, we help you align every aspect of your organization’s financial framework with your mission.
Every institution has a unique story behind its founding—a mission-driven purpose with a specific set of goals and objectives. Our approach to endowments, foundations, and other institutional clients is to intimately understand that mission and purpose. SDWMA uses this critical understanding to drive a tailored investment strategy that honors the legacy of each institution’s founding while delivering results that enable the organization to thrive for years to come.
Your mission deserves more than a one-size-fits-all financial strategy. At Schneider Downs Wealth Management Advisors, we work with non-profits, foundations, and institutions to deliver thoughtful, compliant, and mission-aligned financial solutions. Whether you’re seeking investment oversight, operational efficiency, or long-term sustainability, our team is here to help. Fill out the form on this page today to connect with an advisor and learn more.
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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