Settlement funds, impact-benefit agreements, own-source revenue: when significant capital arrives in a community, the question of what to do with it shapes a generation. We help build the strategy and the discipline to follow it.
Strategy
Allocation between operations, reserves, and long-term investment. Risk tolerances set by the community, not by a portfolio manager in another city. Reinvestment priorities that reflect community priorities.
Governance over the money
Investment policies, signing authorities, audit and reporting cycles, member-facing transparency. The structures that keep capital working for the people it belongs to.
Partner selection
When third-party managers or banks are needed, we help select them — and we help write the agreements so the community can fire them. No vendor lock-in by default.