Financial and Asset Management

Whelan Financial

The mission of non-profit organizations is to serve the needs of others. In a similar way, clients come first at Whelan Financial.  We assist trustees of non-profit retirement plans in caring for their employees through professional investment management and ongoing employee education. Whelan Financial is proud to support those who work so diligently to help [...]

Red Stone Equity Partners

Red Stone Equity Partners, LLC (“Red Stone Equity”) is a leading real estate investment firm specializing in the syndication of Housing Tax Credits and Renewable Energy Tax Credits to facilitate the development of affordable multifamily rental housing and renewable energy projects, respectively. Red Stone Equity builds upon long-lasting relationships with investors and developers as it [...]

Fiscal Management Associates

Since 1999, FMA’s dedicated consultants have served nonprofit organizations and major funding entities nationwide and around the world by helping them develop the financial management capacity they need to fulfill their missions more effectively and efficiently. We call this capacity Operational Excellence. Nonprofit organizations depend on FMA to offer advisory services and practical tools to [...]