Investing in Mission, Building Tomorrow

Together Forward Capital partners with foundations, endowments, and nonprofits to create sustainable investment strategies that amplify your philanthropic impact.

Start Your Journey

Mission-Aligned Investing

We understand that your investments must reflect your values. Our strategies are designed to generate returns while supporting your organization's core mission and ethical standards.

Fiduciary Excellence

As your trusted partner, we take our fiduciary responsibilities seriously, providing transparent, objective guidance that always puts your organization's best interests first.

Sustainable Growth

Our disciplined approach focuses on long-term sustainability, ensuring your philanthropic funds continue to make a meaningful impact for generations to come.

Comprehensive Investment Services

Tailored solutions designed to meet the unique needs of philanthropic organizations

Investment Policy Development

  • Custom Investment Policy Statement (IPS) creation
  • Spending policy optimization
  • Risk management framework
  • Governance structure consulting

Portfolio Management

  • Strategic asset allocation
  • Manager selection and monitoring
  • ESG and impact investing integration
  • Regular rebalancing and optimization

Specialized Solutions

  • Planned giving strategies
  • Donor advised fund management
  • Alternative investment evaluation
  • Legacy planning consultation

Fiduciary Support

  • Board and committee education
  • Quarterly performance reporting
  • Compliance monitoring
  • Best practices implementation

Our Partnership Process

A structured approach to building lasting financial sustainability

1

Discovery

We begin by understanding your mission, values, and financial objectives through comprehensive consultation

2

Strategy Development

Create a customized investment policy and strategy aligned with your organization's unique needs

3

Implementation

Execute the investment strategy with careful attention to risk management and opportunity capture

4

Ongoing Partnership

Provide continuous monitoring, reporting, and strategic adjustments to ensure long-term success

Why Partner with Together Forward Capital

Experience, expertise, and a genuine commitment to your mission

Dedicated to Nonprofits

Unlike generalist advisors, we exclusively serve philanthropic organizations. This specialized focus means we understand your unique challenges, from UPMIFA compliance to donor stewardship.

Transparent Partnership

We believe in complete transparency. Our fee structure is straightforward, our reporting is comprehensive, and our communication is always clear and accessible.

Proven Track Record

Our team brings decades of experience managing philanthropic assets, with a consistent focus on sustainable growth and mission alignment.

$153M+
Combined Team Experience in AUM
150+
Nonprofit Partners
10+
Years of Investment Management Experience
100%
Client Retention Rate

Ready to Amplify Your Impact?

Let's discuss how Together Forward Capital can help your organization achieve its financial goals while staying true to its mission.

Schedule a Consultation

Together Forward Capital

851 Broken Sound Parkway NW, Suite 280
Boca Raton, FL 33487

Phone: (888) 330-7090
E-mail: info@togetherforwardcap.com