The IAM Difference
From our experience working with foundations and non-profits, we understand your desire to advance your organization's mission and goals by acting on your values. In asset management this may mean focusing on investments regardless of your organization's social objective – or it may mean focusing in ways that reflect your organization's religious, social, educational, environmental or other values.
IAM was formed to fill a void in today's asset management market characterized by financial advisors who work with hundreds of people and manage funds for thousands of clients. The result is a fragmented market with few firms that specialize in non-profit investments.
We're different.
Unlike most firms that advise clients of all sizes and interests, IAM specializes in non-profit organizations, foundations and similar entities. We understand the unique asset management challenges of non-profits, including the need to successfully balance long-term investment horizons with annual fund distribution requirements.