Non-Profit & Charitable Organizations

Unparalleled Trustee Experience

As the longest-tenured fee only Registered Investment Advisor (RIA) in central Pennsylvania, FMA Advisory, Inc. is steeped in fiduciary tradition. John and Scott add to this legacy, bringing unparalleled corporate trustee experience (among regional RIA firms), from their decades at JPMorgan, Wilmington Trust and M&T Bank. John, Peter and Scott have each served as directors / trustees for some of the area’s most respected charitable and not-for-profit entities, adding to their unique perspective of the fiduciary responsibilities these organizations face.

Managing Your Donors & Funds

FMA helps non-profits fulfill their obligations

– by managing pools of donor and operating funds in a highly cost-effective manner. We can assist organizations with the writing or updating of their formal investment policy statement, and subsequently manage the assets within that agreed-upon framework: Allocation, expected return assumptions, diversification, time horizon, liquidity and sustainability requirements – all of these factors are incorporated in the creation of a custom-tailored portfolio which allows the entity, its employees and directors to confidently focus on their mission.

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With a reputation for Straight Talk and strategic financial guidance, our team helps our clients build wealth and control their financial futures.

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