Together Forward Capital partners exclusively with foundations, endowments, and nonprofits to create sustainable investment strategies that amplify philanthropic impact.

Our Mission
We believe that philanthropic capital should work as hard for your mission as you do. By aligning investment strategies with organizational values, we help nonprofits build lasting financial sustainability while staying true to their purpose.

What Sets Us Apart

* Specialized Focus: Unlike generalist advisors, we exclusively serve philanthropic organizations, understanding unique challenges from UPMIFA compliance to donor stewardship
* Mission Alignment: Every investment strategy reflects your values and ethical standards
* Fiduciary Excellence: Transparent, objective guidance that always puts your organization first
* Long-term Partnership: Disciplined approach ensuring your funds create impact for generations

Our Process

1. Discovery - Understanding your mission, values, and objectives
2. Strategy - Customized investment policy aligned with your needs
3. Implementation - Careful execution with risk management
4. Stewardship - Continuous monitoring and strategic adjustments

Who We Serve

-Foundations
-Endowments
-Nonprofit Organizations
-Charitable Trusts
-Educational and Research Institutions

Ready to amplify your philanthropic impact through strategic investing? Let's connect.

Together Forward Capital

Org chart

Teams

Offices