Mount Helena looking towards the Continental Divide

Non-Profit

From newly formed non-profit organizations to well-established ones, we help navigate through the creation or evaluation of an investment policy.

We provide customized investment solutions to fit the unique needs of each non-profit organization, then provide annual reviews to help ensure the investment policy dovetails with the investment needs of the evolving non-profit organization.

Contact Stockman Wealth Management to learn more!

Stockman Wealth Management is federally Registered Investment Adviser. This website is solely for informational purposes and should not be viewed as advice or recommendations. Past performance is not a guarantee of future results. Stockman Wealth Management is an independent, wholly owned subsidiary of Stockman Financial Corp. and affiliate to Stockman Bank.

Not FDIC Insured, Not Bank Guaranteed, May Lose Value