Brown Advisory

APRIL 16, 2018

The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. When a nonprofit wants a mission-aligned investment strategy, we use the same process.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

The Big Picture

MAY 20, 2025

We want to donate half of our profits to nonprofit organizations. We have a fiduciary duty to them. That’s when you launched where you launched. And from the very beginning you said something kind of unusual about the firm. Tell us where that idea came from. That’s a kind of unusual idea in Houston as well.

Management 130

Management Numbers Transportation Accounting 130

Good Financial Cents

JANUARY 10, 2023

It is a nonprofit corporation that provides protection to investors against theft, fraud, and other errors by their broker-dealers such as misappropriation of funds or securities. Robinhood’s membership in SIPC provides protection for customers against broker-dealer bankruptcy, with coverage of up to $500,000 in cash and securities.

Commission 52

Commission Fiduciary Duty Accounting Nonprofit 52