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Integrated Services and Technology
Our independent advisory services combine personalized guidance with powerful technology, enabling clear communication and transparency, for real-time financial insights to all stakeholders.
Powering nonprofits, endowments, & foundations
Farther combines fiduciary leadership with Intelligent Wealth technology to ensure always-on oversight, governance, and growth.
Fiduciary precision meets modern technology
We don’t just manage portfolios; we engineer financial resilience. Our data-driven risk controls and comprehensive governance ensure your capital works as hard as your organization, and that your Investment Committee can act with confidence.
The Farther advantage for institutions
We empower advisors with the technology, tools, and support they need to deliver clients exceptional performance and more personalized relationships.
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Mission-Aligned Portfolio Construction
Responsible investing should align financial goals with your values without compromising returns. We partner with leading institutions to provide access to top-tier asset managers and market research.
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Your Outsourced Chief Investment Office
Our OCIO services allow you to effectively delegate so you can focus on running your organization while we handle investment decisions and implementation.
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Risk Management and Governance
Our robust governance framework and proven risk management strategies ensure responsible stewardship, helping to protect your assets and secure your data.
Our clients
Human & Social Welfare Organizations
For community-focused organizations looking to balance their missions and financial health to support sustainability and growth. Cash flow optimization, endowment and reserve growth strategy, donor development.
What sets us apart
Intelligent wealth technology empowers our trusted advisors and market experts to more effectively advance your financial goals at key life moments.
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Local expertise, national infrastructure
Experienced Farther advisors in 80+ cities, powered by the capabilities of a national financial technology firm.
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Fewer clients, deeper relationships
We maintain a deliberate advisor-to-client ratio, ensuring a high-touch and responsive service.
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Mission-aligned portfolio construction
Responsible investing that aligns with your mission without compromising on risk-adjusted returns.
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Engineered for your organization
Tailored solutions for your specific liquidity, risk, and regulatory requirements.
Meet our team
Farther combines concierge support from experienced advisors with the precision of intelligent wealth technology. Our advisors provide investment committees and nonprofit leaders with the unbiased insight and transparent reporting required to achieve financial goals.
Sutanto Widjaja
Chief Investment Officer, Farther Institutional
Keith Sauls
Head of Institutional Sales
Vini Madan
Director, Institutional Strategy
Alex Paul
Institutional Portfolio Manager
Resources and Insights
Building a Strong and Sustainable Endowment
A practical guide for boards and investment committees on long-term endowment stewardship.
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A Board Guide to Governance and UPMIFA
How to align board duties with the Uniform Prudent Management of Institutional Funds Act.
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Farther Planned Giving Guide
Frameworks for designing planned-giving programs that align donor intent with mission impact.
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Understanding and Updating Investment Policy Statements
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Giving Back in Retirement: A Simple Guide to Donating
Using your IRA as a tool to support the charities and causes you care about is a smart way to make a difference in retirement.
Read Now
Secure your organization’s future
Preparing for an RFP? Ask us about our complimentary consultant services to help your Investment Committee structure their search process. Schedule a commitment-free assessment to discuss your organization’s financial future.