We’re passionate about supporting organizations like yours because of the work you do to strengthen our community and contribute to a better world! Triangle Financial Services wants to help your organization thrive by providing the expertise you need to manage your assets and grow them for future use.

The investment portfolio of your organization is the driving force in sustaining your mission. The complexity of asset management, fiduciary responsibilities and operational needs can be complicated, especially as a financial steward of your supporters’ gifts. We want to help you prepare for the future, so you can focus on your organization’s mission.

Our services

As your investment advisor, we offer complete stewardship:

  • Comprehensive portfolio management
  • Endowment portfolio strategies
  • Socially responsible investment options
  • Liquidity management
  • Customized reporting
  • Board support
  • Donor charitable giving support

Please contact Jessica to schedule a complimentary initial consultation. We look forward to helping you serve your mission!