Services for Organizations, Foundations, Associations and Non-Profits

We can help you manage the assets prudently & responsibly that you have worked so hard to raise.

The philosophy of Arista Wealth Management is simple: Avoid big bets and high-risk strategies, while helping clients target their short-term and long-term goals. Our team serves for-profit and nonprofit organizations, religious entities and charities, trade and professional associations, corporations, foundations, community groups, service organizations and trust accounts.

Whether yours is a small, mid-size or large organization we can provide the expertise you need to manage your assets, whether you are looking to produce additional income or grow your assets for future use.

As your investment advisor, we offer your organization complete guardianship  - comprehensive investment advice, full implementation and ongoing, continuous management.

We are committed to:

• Fiduciary Responsibility: Your board members and executive staff are entrusted with the management and stewardship of the organization's reputation and finances. As a Registered Investment Advisor, we have a fiduciary duty, which means we are obligated to work in your best interests at all times.
• Mission Sustainability: Most nonprofit organizations seek a strategy that will ensure the continuation of their mission in perpetuity, and we share your dedication to serving the many stakeholders involved in your organization - be they volunteers, employees, donors, members, customers or beneficiaries of your services.
• Performance Consistency: This is comprised of two equally important parts: service and investment performance. Both are crucial to your daily and long-term success. We understand the interconnectivity of budgeting, operations & portfolio performance.
• Client Service: We realize that our true client is your mission. Everything we do is designed to help you best achieve your organizational priorities.

Your investment solution

Our goal is simple: Strive to avoid significant losses while generating returns that are competitive in the global financial marketplace, making it easier for your organization to reach its investment goals, plan annual budgets, fund grants and support its mission.

Emphasizing Your Best Interests

As a Registered Investment Advisor, we have a fiduciary obligation to serve your best interests. We provide you with all the assistance and services you need so your investment decisions can proudly stand up to outside scrutiny and we do so efficiently and effectively.

Determining Your Needs

From the start of our relationship, we will work directly with your leadership to analyze the following crucial items:

• Strategic plan
• Short-term and long-term objectives
• Key priorities
• Mission statement
• Annual budget
• Legal and financial structure of the organization
• Other matters as appropriate

The information you provide will serve as the basis for governing the management of your assets.

From the big picture to the smallest detail, Arista Wealth Management handles your institutional investment needs, always emphasizing your best interests.