The Beginning
Together Forward Capital was born from a simple yet powerful observation: philanthropic organizations deserve investment partners who truly understand their unique mission and challenges. Joel Mathews, a seasoned investment professional with deep experience in both traditional wealth management and nonprofit advisory, recognized a significant gap in the marketplace.
While many investment firms offered generic solutions to institutional clients, few possessed the specialized knowledge and genuine passion required to serve foundations, endowments, and nonprofits effectively. These organizations needed more than just portfolio management—they needed partners who understood the delicate balance between preserving capital, generating sustainable returns, and maintaining alignment with their values and mission.
A Personal Calling
The inspiration for Together Forward Capital came from Joel's personal experience serving on nonprofit boards and witnessing firsthand the challenges these organizations faced. Board meetings often centered around investment concerns rather than mission advancement. Trustees grappled with complex fiduciary responsibilities without adequate support. Investment strategies seemed disconnected from organizational values.
This disconnect troubled Joel, who believed deeply that an organization's investments should amplify, not complicate, its ability to create positive change. He envisioned a different kind of advisory relationship—one built on expertise, transparency, and genuine partnership in pursuit of philanthropic goals.