Many Native-led organizations manage significant reserves without a formal IPS. We help boards develop IPS frameworks that define investment objectives, risk tolerance, spending policy, asset allocation, and prohibited investments — all reflecting both fiduciary responsibility and community values.

Organizations without formal reserve policies operate in perpetual financial fragility. We help establish and invest operating reserves, creating the financial cushion that protects your programs from funding volatility. Operating reserves, grant reserves, and endowments require disciplined, transparent investment management. We provide institutional-quality portfolio oversight for funds of all sizes — ensuring reserves grow responsibly and are available when the community needs them.

We help organizations align their investment portfolio with community values — through ESG integration, exclusionary screening (fossil fuels, extractive industries, etc.), and impact investment in Indigenous-owned enterprises, Native CDFIs, and tribal community projects.