Business Details
Trusted Financial Advisers for Nonprofits in Denver
Syntrinsic is a specialized investment firm dedicated to serving foundations, endowments, nonprofits, and mission-driven families. With over two decades of experience stewarding nonprofit assets, we combine fiduciary responsibility with a values-aligned investment philosophy. Our team prioritizes transparency, avoiding product sales or revenue conflicts, while delivering rigorous manager evaluations and customized portfolio strategies. We empower clients through strategic consulting, donor education, and operational support tailored to nonprofit financial needs.Our process emphasizes patience, quality analysis, and objective decision-making to align investments with organizational missions. Syntrinsics culture blends synergy and intrinsic value, fostering collaboration that reflects clients authentic goals. We maintain a 99% ten-year client retention rate by focusing on long-term partnerships over transactional relationships.
Services
Investment Advisory
Strategic Consulting
Portfolio Management
Donor Relations
Operational Support
Impact Investing
Financial Modeling
Governance Consulting
Risk Assessment
Performance Reporting
Highlights and features
- We specialize exclusively in nonprofit investment strategies with 20+ years of focused experience
- Our fiduciary responsibility ensures complete transparency with no product sales or manager commissions
- Customized portfolios address specific distribution needs, risk tolerance, and values alignment
- We maintain 99% client retention through long-term partnership approaches
- Our team includes CFA charterholders and certified financial planners with nonprofit expertise
Services
Investment Advisory
Syntrinsic provides comprehensive investment advisory services tailored to nonprofit organizations. Our team develops customized asset allocation strategies aligned with each client's mission, risk tolerance, and financial goals. We conduct rigorous manager evaluations and maintain transparent reporting to ensure optimal portfolio performance. Our approach combines fiduciary responsibility with values-aligned investing principles.
Strategic Consulting
Our strategic consulting services help nonprofits integrate financial resources with organizational missions. We assist with governance frameworks, policy development, and long-term planning while maintaining alignment with investment strategies. The team provides expert guidance on financial modeling and operational efficiency to support sustainable growth and mission impact.
Donor Relations
Syntrinsic enhances donor confidence through transparent communication strategies and educational resources. We help nonprofits demonstrate stewardship excellence to major donors by developing compelling narratives about fund management and impact. Our approach strengthens donor retention and facilitates meaningful conversations about financial sustainability.
Operational Support
Our concierge-level operational support streamlines investment management for nonprofit clients. Services include trade execution, account administration, and performance reporting through a secure online portal. We reduce administrative burdens by handling routine tasks while maintaining exceptional transparency and client control over investment decisions.
Impact Investing
Syntrinsic specializes in creating investment portfolios that reflect clients' social and environmental values. We implement strategies like gender-lens investing and shareholder engagement to amplify mission impact beyond philanthropy. Our approach combines financial rigor with measurable social outcomes to create meaningful change through capital allocation.
People
Akasha Absher
Co-President & Head of Impact Investing
Akasha leads Syntrinsic's impact investing initiatives with over 15 years of experience in sustainable finance. She develops strategies that align investments with organizational missions while maintaining financial rigor.
Ben Valore-Caplan
Co-President
Ben co-founded Syntrinsic and oversees investment solutions. With extensive nonprofit sector experience, he focuses on creating financial strategies that empower organizations to achieve their philanthropic goals.
Jas Chen
Senior Research Analyst
Jas provides in-depth market analysis and research support. As a CFA charterholder, he contributes to manager evaluations and portfolio development with expertise in financial modeling and market trends.
Robin Meyer
Senior Research Analyst
Robin leads research initiatives and manager due diligence. Her CFA designation and analytical expertise support Syntrinsic's investment decision-making process and client reporting requirements.
Tracey Nykiel
Managing Director, Lead Consultant
Tracey directs consulting services for nonprofit clients. With decades of experience, she specializes in governance frameworks, financial strategy, and operational support tailored to philanthropic organizations.
Questions
What types of organizations do you work with?
We specialize in serving foundations, endowments, public charities, and mission-driven families. Our expertise addresses the unique financial needs of nonprofit organizations and their stakeholders.
How do you align investments with organizational values?
Our values-aligned investing approach incorporates ESG factors, impact strategies, and shareholder engagement. We create customized portfolios that reflect each client's mission and ethical priorities.
What sets your investment process apart?
We combine fiduciary responsibility with transparent reporting, avoiding product sales or manager commissions. Our process emphasizes manager quality, objective analysis, and long-term strategic alignment.
How do you support donor relations?
We provide educational resources and communication strategies to help nonprofits demonstrate stewardship excellence. Our approach strengthens donor confidence through transparent reporting and mission-aligned financial management.
What operational support services do you offer?
Our concierge-level support includes trade execution, account administration, and performance reporting through a secure online portal, reducing administrative burdens while maintaining client control.
How do you handle portfolio customization?
We develop tailored asset allocation strategies considering each client's specific return targets, liquidity needs, risk tolerance, and values alignment requirements.
