Institutional Investment Advisory

Institutional investment guidance for nonprofits and corporations, with strategies tailored to your mission and goals.

Institutional Investment Expertise, Scaled for Your Mission

Twelve Points delivers the sophistication of top-tier institutional investing to nonprofits, foundations, endowments, and corporate clients who want sophisticated strategies with a personal touch. Our team combines deep expertise with disciplined portfolio management practices to help you grow and protect your assets - no matter your size.

Our team has decades of global institutional investment experience for organizations seeking sophisticated strategy and personalized guidance.
We construct portfolios with rigorous risk management, appropriate diversification, and governance processes that safeguard your mission and financial goals.
We understand the unique needs of nonprofits and foundations, helping you maximize impact, deepen donor trust, and support your community with confidence.

Our Services

Portfolio Investment
Advisory Services

Investment management and advisory services for a range of institutional assets, from cash/cash mandates to long-term investment portfolios.

Portfolio
Governance

Establishing robust governance processes and oversight for the management of institutional investment portfolios.

Foundation/Endowment
Donor Engagement

Helping foundations and endowments maximize collaboration and cash flow from donors.

Assets We Work With

Foundation & Endowment Assets

We deliver mission-aligned investment strategies.

These strategies support long-term growth, donor confidence, and community impact.

Corporate
Assets

We provide tailored investment guidance.

For corporate reserves, operating funds, and strategic cash management needs.

Captive Insurance Company Assets

Our team brings disciplined portfolio construction.

In addition, we offer regulatory awareness to support the unique objectives of captive insurers.

Pension
Assets

We help pension plan sponsors navigate fiduciary responsibilities.

We also optimize performance through prudent, risk-managed investment strategies.

Philanthropy First

In fact, at Twelve Points, we believe in a philosophy of Philanthropy First. Our four principals have all been deeply involved in the non-profit community throughout their lives. From homelessness to cancer research, each of them has played an active, hands-on role in the charitable organizations they support.

Insights

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*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.