Fulfilling Your Mission
Bernstein Foundation & Institutional Advisory is here so you can focus on what's most important—Your Mission.
Make the most of the financial resources entrusted to you
Your fiduciary partner
For over 52 years, nonprofits, foundations, and a host of other institutions have relied on Bernstein for investment management and customized planning. Our extensive experience enables us to help you accomplish your mission in a manner consistent with the legacy, vision, and values of your organization, and our shared community.
What’s changed in the social sector since Dan Pallotta wrote his best-selling book “Uncharitable” in 2008? According to Dan, an entrepreneur and philanthropy innovator, not much. Find out why.
Investment committees are wrestling with a challenging long-term outlook for public markets. Are private market alternatives the answer?
Can you invest trust assets in a fund that seeks both financial and nonfinancial goals without violating your fiduciary duties? That’s the question we set out to answer in our first long-form research piece in 10 years.
A partner for all
We partner with nonprofits and foundations of all types and sizes.
Types of Organizations We Serve
- Healthcare and Human Services
- Environmental and Animal
- Arts, Culture, and Humanities
For Boards & Investment Committees
Key questions to ask to ensure your nonprofit is paired with the optimal team.
Tips on building a durable strategic allocation tailored to your organization’s needs.
Leverage insights we’ve gained from working with high-net-worth clients who are charitably inclined.
Most nonprofits and foundations want a wealth manager that is like minded and mission aligned. Our culture engages people with different backgrounds, viewpoints and ways of thinking, bringing out the best in our firm—and for our clients.
Have you considered responsible investing?
Nonprofits and foundations are increasingly looking at their portfolios as additional capital that can be deployed in service to the community. When positioned effectively, these assets can work “behind the scenes” to further promote equality and societal well-being.
Empowering you to succeed
We publish blogs and a podcast specifically tailored to nonprofits and foundations. These resources can help drive your mission forward with expert guidance on investing, governance, development, and more.
Can alternative investments provide a boost to mission-driven organizations? Potentially. Nonprofits have unique considerations when determining whether alternative investments fit their investment needs. We can help you determine whether they’re right for your organization.