What We Do

Intelligence, analytics, and services for organizations who value long-term financial sustainability and good governance.


The Special Needs Financial Services InstituteTM (SNFSITM) provides membership and services to Pooled Special Needs Trust administrators and intelligence and services for this growing market sector to the financial services ecosystem.

Keynotes, Case Studies, Training

Participant favorites include case studies “ripped from the headlines,”optimizing board governance, and growth opportunities in mission-aligned and adjacent investing.


Market research, strategy, program launches, and organizational evaluations. Our feet are planted in facts and data and our hearts are in the right place.