Non-profit organizations serve a vital role in serving the community and require financial stability.

Non-profit organizations serve a vital role in serving the community and require financial stability.


This is sustained by a solid and well-developed portfolio that aims to deliver consistent returns to support the organization’s overall mission. Before we begin development of a plan for your organization, we will review your Investment Policy Statement or assist your team in developing one if needed. We offer strategic guidance to act in partnership with your financial team to help your organization manage its assets efficiently. Whether you need assistance with planning, strategy, asset allocation, investment research or stewardship responsibilities, we work to complement your team to develop plans designed to align with your vision and organization’s mission.
This is sustained by a solid and well-developed portfolio that aims to deliver consistent returns to support the organization’s overall mission. Before we begin development of a plan for your organization, we will review your Investment Policy Statement or assist your team in developing one if needed. We offer strategic guidance to act in partnership with your financial team to help your organization manage its assets efficiently. Whether you need assistance with planning, strategy, asset allocation, investment research or stewardship responsibilities, we work to complement your team to develop plans designed to align with your vision and organization’s mission.

Financial services for
individuals & families

Financial services for
charities & non-profits


We provide independent research and investment strategies to prudently develop a portfolio designed to support your needs while managing risk. We stay abreast of the latest tax regulations and investment trends, leveraging all of our capabilities and partnerships to help ensure your strategy is as streamlined and efficient as possible. Our goal is to offer investment guidance and prudent portfolio management with your organization’s mission and objectives clearly in our focus.

Our portfolio of services for charities and non-profits include:

  • Investment Policy Statement Review & Development

  • Asset Allocation Guidance

  • Investment Manager Research & Selection

  • Performance Reporting

  • Retirement Plan Selection & Advisory

  • Consulting & Education


OUR COMPETITIVE EDGE



In today's fast paced, highly technological world, the amount of choices one faces is seemingly endless. Spending money has never been easier, making it more important to save and invest than ever before.

In order to devise an effective, wealth-building strategy, it is essential to analyze the most important aspects of one's financial life. Our team customizes strategies based on the unique needs of the specific client, taking into account who and what are driving money-related decisions. Utilizing our years of experience and industry expertise, Campos Financial Group goes the extra mile to truly understand our clients' needs and then build a portfolio designed to promote future success and growth.

contact us

OUR COMPETITIVE EDGE



In today's fast paced, highly technological world, the amount of choices one faces is seemingly endless. Spending money has never been easier, making it more important to save and invest than ever before.

In order to devise an effective, wealth-building strategy, it is essential to analyze the most important aspects of one's financial life. Our team customizes strategies based on the unique needs of the specific client, taking into account who and what are driving money-related decisions. Utilizing our years of experience and industry expertise, Campos Financial Group goes the extra mile to truly understand our clients' needs and then build a portfolio designed to promote future success and growth.

contact us