Empowering Nonprofits, Elevating Impact

Harmony NonProfit provides tailored institutional investment management to nonprofit organizations. Our approach addresses their unique challenges by designing customized strategies, integrating governance, investment alignment, and operational efficiency to serve their mission. As a result, nonprofit staff, supporting committees, and Board can focus on what truly matters, advancing and sustaining their mission's impact.

Disclosures:
No client or potential client should assume that any information presented or made available on this page 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. 

Advisory services are offered through Harmony Asset Management, LLC, an SEC registered Investment Advisor. Harmony Asset Management and Harmony NonProfit do not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

Additional information is available in the firm's current disclosure documents, Form ADV, and Form ADV Part 2A Brochure, accessible online via the SEC’s investment Adviser Public Disclosure database at www.adviserinfo.sec.gov using SEC #801-118731.

For full disclosures, please visit: https://harmonynonprofit.com/

Harmony NonProfit

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