We serve small to medium sized nonprofits, colleges, universities, endowments, and charitable organizations. Our team has a focus on helping these companies protect their capitol, while reaching their investment goals. Regula Aurea is committed to partnering with administrations whose mission we respect and admire. We are dedicated to understanding our clients’ goals and focusing our resources on these goals. We build financial capacity so that boards and leadership teams can focus their limited time and resources on their missions.

  

Our investment management offers a broad spectrum of investment styles while understanding the nuances and needs of small to medium sized endowments and foundations that are quite different from larger organizations. We align long-term portfolio returns to both spending needs and inflation. Regula Aurea provides our clients with robust investment strategies designed to grow assets and fund client operations in order to extend our client’s missions.

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Regula Aurea provides investment management solutions for organizations seeking:

 

• An experienced firm with a with a focus on small to medium sized nonprofits.

• A flexible long-term partner with a focus on the nonprofit investment management.

• A focus on generating outperformance while managing the need for investment income.

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Find out more about our nonprofit investment management services here.