Not For Profit
Institutions & Foundations
Making a difference for organizations who do the same
Not-for-profit institutions and foundations are essential to the health of communities, but far too often their own financial health is plagued by high costs, low transparency, minimal risk management, and unpredictable performance patterns. High Probability Advisors was founded in part to eliminate these issues and help important organizations achieve their missions.
The proven process and experience to help you achieve success
Our senior leadership team averages more than 30 years in investment advisory services and follow industry best practices. We accept full fiduciary responsibility for your organization’s investments, use academically proven investment strategies, and provide a high-touch service model. Our key services for not-for profit institutions and foundations include:
  • Portfolio, Fee & Fiduciary Review
  • Institutional Advisory
  • Investment Management
To address the most unique needs of foundations and not-for-profit institutions, our advisory services include:
  • Cash Flow Analysis and Asset Allocation Study
  • Factor Investing & Evidenced-Based Portfolio Construction
  • Customizing Portfolios for Environmental, Social and Governance (ESG) Factors
  • Trustee & Donor Education


Call (585) 485-0135 to discuss how a factor-based approach could pay off for you.