About

Harmony NonProfit was founded to serve smaller nonprofits and help them better achieve their mission and financial goals. We recognize these vital organizations, which are pillars of their communities, are underserved, facing rising fees, and higher asset minimums imposed by large investment firms.

In response, we developed cost-effective, high-touch advisory services that leverage deep investment management expertise—helping nonprofits meet liquidity needs, achieve investments goals, and maintain a strategic balance of risk, return, and spending.

We provide tailored institutional investment management to nonprofit organizations, helping them achieve their financial goals and fulfill their missions.