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.