Not-for-profit organizations are governed by strict rules and regulations. H&S Financial Advisors LLC has worked extensively with the not-for-profit sector; we know the requirements and how to meet them in ways that uphold the organization's primary fiduciary responsibility to invest assets prudently and productively.
Our association with Hood & Strong LLP, an accounting firm whose expertise has served a broad range of Bay Area not-for-profits since 1917, provides us with a wealth of resources that we pass on to our clients. It is this deep reservoir of specialized knowledge that sets us apart from any other financial advisory firm.
In addition to crafted solutions, we offer educational seminars that explore the complex investment issues that not-for-profits face. We deliver investment strategy, informational sessions, and objective advice - all of it based upon seasoned experience and a highly structured process.
For more information call us at 650-610-6100.
Individual and Family