Your Mission. Our Financial Expertise.

Dyad Capital provides independent investment advisory, cash management, and endowment strategies for nonprofit organizations. We help nonprofits strengthen their financial foundation, manage reserves, and invest for long-term sustainability.

Financial Solutions Built for Nonprofits.

Cash & Reserve Management

Put your nonprofit's cash to work while maintaining the liquidity needed to fund operations. We help organizations manage operating reserves, preserve capital, and develop disciplined cash strategies.

Cash & Reserve Management

Put your nonprofit's cash to work while maintaining the liquidity needed to fund operations. We help organizations manage operating reserves, preserve capital, and develop disciplined cash strategies.

Cash & Reserve Management

Advice for individuals and families with investments, retirement, cash flow, tax-aware planning, estate, insurance, and financial decisions.

Investment Management

Research-driven investment strategies designed around your organization's financial objectives, liquidity needs, and risk tolerance. We manage portfolios to support both near-term stability and long-term growth.

Investment Management

Research-driven investment strategies designed around your organization's financial objectives, liquidity needs, and risk tolerance. We manage portfolios to support both near-term stability and long-term growth.

Investment Management

Disciplined, research-driven portfolio management designed around each client's objectives, time horizon, liquidity requirements, and risk.

Endowment & Institutional Advisory

Build a sustainable financial foundation for your mission. We help nonprofits develop investment policies, manage endowment assets, and establish long-term strategies for responsible financial stewardship.

Endowment & Institutional Advisory

Build a sustainable financial foundation for your mission. We help nonprofits develop investment policies, manage endowment assets, and establish long-term strategies for responsible financial stewardship.

Endowment & Institutional Advisory

Investment and cash management for nonprofit organizations to support missions and stewardness.

A Smarter Way to Manage Nonprofit Capital.

Every nonprofit has unique financial needs, from maintaining operating liquidity to investing for the future. We help organizations develop coordinated strategies for cash reserves, investment portfolios, and long-term capital. Our approach aligns financial decisions with your mission, spending requirements, and organizational goals.

Focus on Your Mission. We'll Focus on Your Capital.

Your financial life should become more coordinated as your wealth grows, not more complicated.

Nonprofit leaders have enough responsibilities without navigating complex investment decisions alone. Dyad serves as an independent financial partner to executive directors, finance committees, and boards, bringing disciplined investment management and thoughtful guidance to the stewardship of organizational assets.

What Guides Our Work

Fiduciary Responsibility

Independent investment advice centered on your organization's financial interests and long-term objectives.

Financial Sustainability

Strategies designed to balance daily operating needs, capital preservation, and long-term growth.

Mission Focused Investing

Research-driven investment management grounded in diversification, risk management, and a long-term perspective.

Personal Partnership

Direct relationships with advisors who understand your organization's mission, leadership, and financial priorities.

Your Mission Deserves a Strong Financial Foundation.

Whether you're managing excess cash, establishing an investment reserve, or building an endowment, Dyad can help you develop a thoughtful strategy to support your organization's financial future.

Your Partners in Financial Stewardship.

Co-Founder

Ryan F. Kahn

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Co-Founder

Ryan F. Kahn

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Co-Founder

Quinn H. Kahn

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Co-Founder

Quinn H. Kahn

Linkedin

Need Help? Check Our FAQs

What types of nonprofits does Dyad work with?

How can our nonprofit better manage excess cash?

How much cash should our nonprofit keep in reserves?

Does Dyad manage nonprofit investment portfolios?

Can Dyad help establish an endowment?