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Institutions & Non-Profits

Helping to preserve a cherished legacy.

Hefren-Tillotson has a long history of guiding foundations, endowments, pension funds and other institutional clients to financial success. Together, we will:

Develop

...a long-term investment strategy along with a written investment policy statement.

Manage

...your portfolio with attention to returns, cashflow, risk, investment classes, asset allocation restrictions, and other legal issues.

Employ

...a disciplined, long-term approach to keep your institution’s investments diversified and on track.

See to it that no donor goes untapped.

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

Provide educational seminars on best practices for estate planning and gifting strategies.

Help you communicate with your donors more regularly, and find new donors.

Assist with personal consultations that can boost endowment giving.

Take the first step for your institution.

Meet with a Hefren-Tillotson advisor to design an investment plan that meets your goals.

Experience.

You Can Trust.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

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Insight.

You Can Rely On.

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308 Seventh Avenue
Pittsburgh, PA 15222
Local: (412) 434-0990
Toll Free: (888) 405-0990

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MEMBER SIPC

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.