Financial Advisors for Institutions & Nonprofits

ML&R Wealth Management provides a comprehensive range of investment advising and management services for institutions and nonprofit organizations. Our financial advisors will work closely with you to create strategies that match your organization’s mission and help you advance your long-term goals.

Our Institution & Nonprofit Services

ML&R Wealth Management’s institution and nonprofit financial advisors work closely with your board of members, executive directors, and staff to help manage your organization’s funds and investments. As part of our services for institutions and nonprofits, we collaborate with you to address goals, strategies, and investment preferences including asset allocation and risk tolerance.

We can work with your executive team to clarify the roles and responsibilities of anyone involved in investments, and provide fiduciary training for your organization’s finance committee.

Services We Provide

ML&R Wealth Management’s nonprofit financial advisors cover services including the following:

Spending Policy Analysis
Social and Sustainable Investing
Custom Bond Portfolios
Charitable Giving: Gifted Stock
Fiduciary Training for Board Members

Our goal is ultimately to ensure that your portfolio is managed in accordance with your organizational objectives. Whether your nonprofit or institution requires investment strategy, fiduciary training or other guidance, ML&R Wealth Management can provide customized services that meet your financial needs. Read more about our nonprofit advisor services.

ML&R Wealth Management and its team of nonprofit financial advisors are here to support the many institutions of Central Texas. Contact us today to see how we can help your nonprofit achieve its wealth management goals. You can reach us via email at wealth@mlrpc.com or by phone at 512-275-2700 to set up a time to discuss your goals with one of our advisors.