We help nonprofits so they can do more for others.

RegentAtlantic is committed to our shared community, partnering with local nonprofit organizations to help maximize their capital resources. Our Neighborhood Nonprofits Group (NNP) helps nonprofits (including non-client relationships) through education, networking and reduced fees for nonprofit investment management. We also leverage our resources to provide special development opportunities and connections to specialists in a variety of fields. Here are some of the many ways we’re invested in your success:

Endowment Investment Management
Strategic Asset Allocation
Open Architecture Approach
Socially Responsible Investing Options

Endowment Investment Counseling
Outsourced Chief Investment Officer
Consolidated Reporting and Performance Analysis
Fiduciary Oversight

Nonprofit Planning Support
Strategic Planned Giving Support
Policy Statement Review and Design
Cash Flow and Spending Analyses

Community Commitment
Community Impact
Strategic Connections
Employee Engagement in Community

Our dedicated engagement with your organization means more than being an investment manager. We are invested in the success of your organization.

Neighborhood nonprofits benefit from having an experienced, knowledgeable advisor assist in making important decisions that are in the best interest of each organization. RegentAtlantic helps nonprofit organizations help themselves through education, networking and reduced fees for endowment management.

Neighborhood nonprofit volunteers

Community is a cornerstone of our firm.

We organize and encourage employee participation in nonprofit programs, such as building homes for Habitat for Humanity, holiday shopping for disadvantaged families, and supporting the annual Hunger Walk to benefit Morristown’s Community Soup Kitchen and Outreach Center at 36 South Street. We also support our employees’ favorite charities through a matching gift program.