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:

Offer your employees the retirement plans they’re looking for to satisfy their own personal retirement goals.

Regularly review and update your retirement plan to drive optimal performance and maximum participation.

Ensure that you meet your requirements under the Employee Retirement Income Security Act of 1974 (ERISA) through ongoing reviews.

Take the first step for your institution.

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

What can we help you find?