FINANCIAL ADVISORS TO NONPROFITS, ENDOWMENTS, & FOUNDATIONS

A long-term investment approach. Quality service. The highest level of individual attention.

We are proud to say that BLB&B gives small and mid-sized nonprofits the service and support their worthy causes deserve. We work with your consultants and/or board of trustees to create a well-defined, disciplined investment process that meshes with your organization’s mission. We seek to maximize returns subject to the organization’s tolerance for risk.

Our Services

As a firm, we are civic-minded, and many of our financial advisors play significant roles at nonprofits in the Philadelphia metro area and beyond. Our team fully understands the financial challenges local nonprofits need to address.

BLB&B can: 

  • Aid nonprofits in developing investment policy statements
  • Provide asset allocation guidance
  • Customize portfolio holdings to the organization’s financial goals
  • Be sensitive to the organization’s mission and manage country, sector, industry, and security exposures accordingly
  • Provide in-depth account reporting
  • Participate in board of directors and investment committee meetings.
    LEARN MORE ABOUT OUR COMMUNITY INVOLVEMENT
  • Offer suggestions on best use of assets when the organization has multiple accounts targeted at different needs (e.g., operating and reserve accounts)
  • Provide board training on investment management, if desired
 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500