“We make a living by what we get. We make a life by what we give.”
– Winston Churchill

We are committed to our Central Texas Community

For over two decades, we have helped local nonprofit organizations to execute their mission in alignment with their values. Our comprehensive approach is designed to help nonprofit organizations effectively navigate their financial growth and challenges.

We assist organizations in a number of ways:

We assist organizations in a number of ways:

Investment Management:

  • Outsourced Chief Investment Officer
  • Strategic Asset Allocation
  • Low-Cost Implementation
  • Values-based Investment Strategies
  • Consolidated Reporting and Performance Analysis

Strategic Planning Support:

  • Strategic Planned Giving Support
  • Policy Statement Review and Design
  • Cash Flow and Spending Analyses

Community Commitment:

  • Community Impact
  • Strategic Connections
  • Employee Engagement in Community

In addition to our Firm’s work with nonprofit clients, Austin Asset’s employees are actively involved in the community as well as we believe investing in our community is just as important as investing for our clients.

Our team members serve on multiple boards and volunteer both as individuals and together as a firm throughout our community.


Strategic planning services demand
trust and authenticity to build an enduring partnership—which we strive to embed in everything we do.

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