Home > Non-Profit Organizations

At Scenic Wealth Management, we assist non-profit organizations in all aspects of financial management so they can concentrate on making the world a better place. We act as a CFO For Hire to our non-profit clients and assist in developing a streamlined financial management system, constructing an Investment Policy Statement, and management of fixed income and equity assets. By concentrating on the specific needs of non-profits, we are able to anticipate issues in advance and make pro-active adjustments to your financial system and investment policy.

As a non-profit organization, an efficient financial system allows you to do more with what you have. We work with our non-profit clients to maximize cash flow, assist in management of long term versus short term assets, and manager search & selection of management of investment assets. We provide these services to non-profit organizations at a reduced rate.

$2,500,000 minimum