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
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.
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.
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
Local expertise, national infrastructure
Experienced Farther advisors in 80+ cities, powered by the capabilities of a national financial technology firm
Fewer clients, deeper relationships
We maintain a deliberate advisor-to-client ratio, ensuring a high-touch and responsive service
Mission-aligned portfolio construction
Responsible investing that aligns with your mission without compromising on risk-adjusted returns
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
Aaron Sheklin, Esq.
Vice President of Institutional
Keith Sauls
Senior Vice President, Wealth Advisor
Daniel Gilham, PhD, CFP®
Managing Director of Institutional
Alex Paul, CFA
Director, Advisor Investment Strategy
Vinit Madan, CMT®
Advisor Investment Strategy Specialist
