YOUR GOALS, OUR COMMIMENT
Our specialist charity investment managers are dedicated to helping you help others.
Charities have entrusted their investments to us for over 100 years, and our dedicated approach has established STARX as one of the leading investment managers for charities and not-for-profit organizations in the US.
Our specialized team of investment managers focuses exclusively on charities, overseeing $9.4 billion* in funds for more than 3,000 organizations. Our portfolios vary in size, ranging from $10,000 to over $100 million.
At STARX, your dedicated investment manager is responsible for every aspect of your charity’s portfolio, ensuring it is tailored to align with your specific goals and values. Many of our team members serve as trustees themselves, allowing them to manage your investments with a focus on sustainable, long-term growth.
We assist you in navigating the complexities of charitable investing and provide timely advice on legislative and regulatory changes, enabling you to concentrate on creating a stable future for those who benefit from your efforts.
Together, we can help you achieve your charitable objectives. For more information or to start a conversation, please contact us at [email protected]
HOW CAN WE HELP YOU?
Charity Investment Management
CHARITY MULTI-ASSET FUNDS
Support for your trustees and management team
Charity Publications
Responsible Investment
Our dedicated team has extensive experience in building responsible investment strategies that align with an organisation’s mission. We understand the importance of helping charities balance their ethical and financial goals. As a company with a long-standing commitment to business ethics, we believe that investment decisions can be a powerful force for good.
Responsible investment is at the core of our approach, guided by four core principles: Environmental, Social and Governance (ESG) integration, voting with purpose, engagement with consequences and transparency.
We are also a signatory to the United Nations-backed Principles for Responsible Investment.
Charity Events
Each year, we provide complimentary training designed to help charity trustees feel confident in their role. We also produce white papers to give thought leadership on key investment strategy issues.
We also look forward to meeting you at the various events we host on behalf of the community throughout the year.
Our courses are CPD accredited and attendance can be recorded as one hour towards annual CPD requirements.
OUR TEAM
SARAH BROWN
CMO
SARAH BROWN
CMO
Sarah has an MBA from Columbia Business School and a BA in Marketing from the University of Michigan. She has 12 years of experience in marketing, previously as CMO at PQR Enterprises and Marketing Director at STU Financial.
Sarah has an MBA from Columbia Business School and a BA in Marketing from the University of Michigan. She has 12 years of experience in marketing, previously as CMO at PQR Enterprises and Marketing Director at STU Financial.
JAMES WILSON
CIO
JAMES WILSON
CIO
James earned an MBA from MIT Sloan and a BS in Finance from the University of California, Berkeley. With 16 years in investment management, he was previously Chief Investment Officer at VWX Capital and Portfolio Manager at YZA Investments.
James earned an MBA from MIT Sloan and a BS in Finance from the University of California, Berkeley. With 16 years in investment management, he was previously Chief Investment Officer at VWX Capital and Portfolio Manager at YZA Investments.
NANCY CLARK
HR Director
NANCY CLARK
HR Director
Nancy holds an MBA in Human Resources from Cornell University and a BA in Psychology from the University of Wisconsin. With 15 years in HR, she was previously HR Manager at ZAB Capital and Senior HR Consultant at CDE Group.
Nancy holds an MBA in Human Resources from Cornell University and a BA in Psychology from the University of Wisconsin. With 15 years in HR, she was previously HR Manager at ZAB Capital and Senior HR Consultant at CDE Group.
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