Choosing a competent investment manager and monitoring the results is less risky than making investment decisions yourself.

Customized Investment Management for Nonprofits

Our partners sit on both sides of the nonprofit table, as advisors and trustees, and are highly experienced in solving nonprofit challenges.

We build and implement investment portfolios that are broadly diversified and actively responsive to meaningful changes in the market and economy. Portfolios are not static but adjusted consistent with changing market and economic conditions. This strategy is particularly appealing to the boards of small to mid-sized nonprofits who use “core” managers to invest in broader segments of the capital markets. And because we directly invest the assets of our nonprofit clients, we are directly accountable for the results we achieve. We are not a middleman; we do not pick from a menu of recently high-performing managers only to reshuffle the lineup when results lag.

Our role as active asset allocators, using either individual securities or exchange-traded funds to execute our strategies, secures the benefits of the diligence and constant oversight of our investment team for our nonprofit clients.

Managing your nonprofit’s investments shouldn’t be a full-time job.

We work to help you realize your goals and expand your impact.

As a Registered Investment Advisor and fiduciary, Hugh Johnson Advisors delivers client service that’s bound by discipline and integrity to the highest legal standards, providing vigilant account stewardship.