Institutional & Non-Profit Investment Management

Empowering Institutions for Long-Term Impact

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.

Financial Management You Can Trust

We provide institutions and non-profits with the clarity, strategy, and oversight they need to manage assets responsibly and support long-term success.

Manage Risk & Ensure Regulatory Compliance

Receive expert guidance on governance and investment policy development to reduce risk and meet strict regulatory standards.

Mission-Aligned Investment Strategies

Our portfolios are thoughtfully designed to support your spending policies and long-term goals, ensuring your assets grow while staying aligned with your mission.

Transparent Financial Oversight

As a fiduciary, we deliver objective, conflict-free advice—providing full transparency and accountability in every financial decision.

Comprehensive Planning That Strengthens Your Organization

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.

Connect With an Advisor

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.

What can we help you with?

Subscribe to our Newsletters!

 

Gain access to exclusive content from our team of advisors.

Interested in receiving the latest updates from our investment team on what’s going on in the markets? Or maybe you could use some information on the fundamentals of building a successful financial plan. Sign up today to stay in the know!