Harpswell is a specialized OCIO (Outsourced Chief Investment Office) fiduciary advisor with a narrow focus. We bring decades of experience and the answers to the questions leaders at nonprofits are asking. Each nonprofit comes with unique needs and goals. Harpswell is accomplished at efficiently aligning your investments with your mission. Harpswell is dedicated to serving a select group of institutions. We are committed to serving those clients where we see the best match and the potential for the greatest impact. Above all, we remain steadfast in judiciously managing our resources to ensure we deliver our best service at rates aligned with our mission.
Areas of Expertise:
Financial analysis and planning, Financial training, Investment management, Financial policies and procedures
Fundraising events, Planned giving, Capital campaigns / feasibility, Endowments
Deep expertise in these issue areas: City & State Government, Foundations / Grantmakers, Higher Education, Libraries