Institutions & Non-Profits

Helping to preserve a cherished legacy.

Investment Management

Hefren-Tillotson has a long history of guiding foundations, endowments, pension funds and other institutional clients.  We work with you to develop a long-term investment strategy and written investment policy statement - helping to manage your portfolio with attention to expected returns, cash inflows and outflows, risk tolerance, permitted investment classes, asset allocation restrictions, legal issues, and the roles of fiduciaries. 

 

Once the plan is in place, we employ a disciplined, long-term approach that emphasizes prudent diversification, objective selection individual investments or investment managers, and a sensitivity to both risk and costs. 

Donor Development

On the nonprofit side, helping you get and keep valuable donors is a critical part of your financial health.

 

We’ll deliver ongoing seminars to educate your donors on best practices for estate planning and gifting strategies. We’ll help you regularly communicate with your donors and assist you with the personal consultations that can boost endowment giving.

 

In short, we’ll see to it that no donor goes untapped. 

Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.