Much more than just investment management
We will, of course, design a diversified, global portfolio that maximizes returns while supporting your mission and values. But it’s our expertise in strategic planning, leadership development and fundraising that can help you thrive in the competitive nonprofit world—and make a difference for a very long time.
An Action Plan to Address All Your Challeges
An Action Plan to Address All Your Challeges
Guidance and advice that addresses both your financial and impact bottom lines.
Fundraising
From assessing your existing initiatives to creating sustainable fund development programs.
Investments
Portfolio administration and management that considers your mission and values.
Strategic Planning
Integrated short- and long-term planning aligned with your financial and non-financial goals.
Governance
Rethinking your governance processes for better decisions and outcomes.
Leadership Development
Through our Board Development and Executive Leadership Training program.
Nonprofit Advisory Services
Discover how the Nonprofit Advisory Services Team at McKinley Carter Wealth Services can help nonprofits achieve greater community impact by taking a strategic approach to endowment development.
What Is Cefex?
What does it mean to be CEFEX-certified? Learn more about McKinley Carter's CEFEX Certification and download "Road to Fiduciary Security".