Broker Check

WHO WE SERVE

Non-Profit Organizations

Investment & Strategic Advisory for Mission-Driven Institutions

At TrekNorth Investment Management, we understand that non-profit organizations face the challenge of balancing fiduciary responsibility with the heart of their mission. With decades of experience, Jarrod Biebel, AIF®, provides the leadership and insight needed to help organizations steward their capital effectively and responsibly.

We serve boards, committees, and executives of non-profits, endowments, and foundations with integrity, transparency, and deep expertise.

Because Your Mission Deserves More Than Just a Portfolio.

We help your organization turn financial strength into long-term impact—so you can stay focused on changing lives.

1Investment Policy Review & Development

We help you create and maintain a strong, mission-aligned investment policy that aligns with governance best practices and fiduciary standards.

2Asset Allocation Guidance

We design diversified, risk-aware portfolios to support your spending needs while helping preserve long-term capital.

3Investment Manager Research & Selection

We identify and monitor top-tier investment managers based on your unique criteria and goals, keeping your portfolio aligned and competitive.

4Comprehensive Performance Reporting

We deliver clear, actionable reporting to support transparency and board-level accountability.

5Retirement Plan Advisory Services

We assist in selecting and managing retirement plans for your team, with an emphasis on fiduciary compliance and participant education.

6Consulting & Education

We equip your board, committee members, and staff with the insights and tools to help make sound financial decisions that support your mission.

7Risk Management

We help you identify operational and fiduciary risks and then develop strategies to mitigate them while preserving organizational resilience.



Let’s design a financial path that supports your vision and rewards your dedication.


Meet with Jarrod