Endowments, Foundations, and Scholarship Funds

Mulberry Capital Management is dedicated to helping not for profit and charitable organizations reach their investment goals. Our commitment is evidenced by applying a separate lower fee schedule which allows non-profits and charitable organizations to apply more of their investment income to the programs they support. Your portfolio is specifically designed to meet the unique needs and circumstances of non-profits. The following principles underpin our philosophy.

• Capital preservation…over generations
• Be able to rely on your investment portfolio to help finance giving programs
• Balance current income needs with the need for future growth
• Avoid the trendy and emphasize the traditional investments

We have experience needed to handle the financial needs of non-profits and would appreciate the opportunity to bid on your organization’s investment needs.