Managing Capital with Purpose, for Organizations with Purpose
Helping mission-driven organizations grow, protect, and purposefully deploy their capital.
Behind every dollar you manage is a mission and a responsibility to protect it. At SKY Investment Group, we provide tailored investment management for nonprofits, foundations, and endowments seeking a thoughtful, structured approach to growing and preserving their assets.
As an independent, fiduciary firm, we aim to align our strategies with your mission, not market trends or product incentives. Our goal is simple: to help you meet today’s needs while protecting tomorrow’s promise.
A Strategic Partner in Capital Stewardship
We serve nonprofit institutions that understand investment management is more than performance, but about sustainability, governance, and accountability. We work closely with boards, finance committees, and executive leadership to design and manage portfolios that reflect your values, spending policies, and long-term goals.
Our nonprofit and foundation clients include:
Why Nonprofits Choose SKY
➤ Endowment and Foundation Investment Management
Customized portfolio design rooted in long-term growth, risk awareness, and spending policy alignment.
➤ OCIO and Advisory Services
Flexible partnership models, from full Outsourced Chief Investment Officer (OCIO) support to investment consulting and committee collaboration.
➤ Fiduciary Guidance and Governance Support
Clear, transparent reporting and policy alignment to help fulfill board oversight responsibilities and maintain donor confidence.
➤ Mission-Aligned Investing
Integration of environmental, social, and governance (ESG) factors or values-based constraints into your investment policy.
➤ Capital Preservation and Liquidity Planning
Strategic asset allocation designed to provide funding for current operations, future programs, and capital campaigns.
Mission-First, Experience-Driven
SKY Investment Group brings seasoned, multi-asset expertise to mission-driven organizations. We partner with boards and finance teams to align investment policy with spending needs, risk, and values—without product agendas or off-the-shelf models.
We begin by understanding your objectives, operations, and governance, then design and manage a portfolio to support today’s programs and tomorrow’s obligations. Expect transparent reporting, regular committee briefings, and measurable accountability—so decision-makers can act with confidence.
The Benefits of a Well-Managed Endowment
- Reliable Funding for Programs
- Protection Against Market Volatility
- Alignment With Mission and Values
- Stronger Governance and Oversight
- Long-Term Sustainability
- Increased Donor Confidence
Let’s Talk About Supporting Your Mission
Whether you’re seeking an experienced investment advisor for your nonprofit, evaluating OCIO models, or looking to strengthen your endowment’s financial stewardship, SKY can help.