Non-profit
We partner with your family across generations. ensuring your trust delivers on its purpose.
1. Serving non-profits with purpose
We understand that non-profits operate in a unique environment – driven by mission, bound by compliance, and dependent on stewardship. At Oris Invest, we walk alongside you to protect, manage, and grow your financial resources with a fiduciary mindset.
2. Investment strategy with clarity
We help design investment policies aligned with your goals, cash flow needs, and ethical values. Our portfolios support both growth and preservation depending on your reserves, endowments, or grant cycles.
3. Governance support for boards & trustees
Financial literacy and good governance are critical for non-profit sustainability. We assist trustees, board members, and executive teams with scenario planning, risk review, and policy development to meet fiduciary standards.
4. Insurance & risk solutions
From key person cover to liability protection, we help structure insurance that protects your people.
4. Reserve planning & liquidity
Your funding may be cyclical or project-based – we’ll help manage it with appropriate buffers, accessible instruments, and clarity on when and how to draw down.