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Harpswell Advisorsharpswelladvisors.comHarpswell Advisors is a boutique endowment investment advisory firm providing outsourced CIO and custom investment services to a nationwide roster of nonprofit institutions, including endowments, foundations, educational institutions, museums, and more. The firm emphasizes socially responsible investing and aligns investment policy, governance, and operations with each client's mission and values, offering ESG/values-based policy analysis, risk assessment, performance review, and related services. By delivering institutional-grade best practices with client-friendly terms, Harpswell supports mission-driven organizations with tailored investment policy analysis, cash management, RFP management, and governance expertise.
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Harpswell Advisors — A boutique advisor focused on nonprofit institutions, foundations, and endowments, with an emphasis on aligning investment decisions with institutional values.
Harpswell Advisors – Boutique investment advisor focused on nonprofit endowments and foundations
