Smarter Investing, Stronger Nonprofits

More than just nonprofit investment management.

We provide governance support, education, and resources created specifically for small to mid-sized nonprofits.

Get Your Fiduciary Benchmarking Audit

Plentiful Wealth

Investment Management for Nonprofit Organizations

Fee-Only
Fiduciary
Independent
Local

We’re your nonprofit’s trusted partner, dedicated to effective stewardship and your long-term success.

More Money, More Impact

Together, we’re creating a new model for nonprofit investment management.

More for Mission

Lowering investment fees can free thousands for programs and services.

Access for All

We work with nonprofits starting at $500,000 in investable assets. Institutional-quality investment management shouldn’t require an institutional-sized endowment.

Empowered Boards

Through education and support, your board spends less time worrying about investments and more time advancing your mission.

A Different Approach to Nonprofit Investment Management

As your partner, we measure success by your mission’s growth, not our bottom line. Here’s what makes us different.

Education First

Every relationship begins with learning, not selling. Through free workshops, resources, and guidance, we ensure your board gains lasting investment knowledge – whether or not you become a partner.

Strengthening the Entire Sector

We’re building a stronger nonprofit community. Our goal is to save nonprofits more than $1,000,000 in annual fees by 2028, money that can be used to advance the mission.

Radical Transparency

Our process is completely open. From fee structures to investment strategies, we share everything. You’ll understand not just what we recommend, but why – empowering you to make confident decisions.

Building Your Capacity, Not Our Client List

Success means you’re equipped to thrive with or without us. We offer a free consultation call to any Kentucky nonprofit, and we celebrate when nonprofits grow strong enough to manage investments independently.

OUR NONPROFIT INVESTING SERVICES

Complete OCIO Services for Nonprofits, Foundations & Endowments

Investment Management for Nonprofit Organizations

We work alongside your team to build and manage portfolios that align with your mission, values, and IPS guidelines.

Governance Education & Framework

Learn best practices for nonprofit investment governance. We’ll guide you through creating policies that protect your organization and ensure UPMIFA compliance.

Transparent Investment Performance Insights

Understand exactly how your investments are performing with clear, jargon-free reports. An automated monthly performance report written for nonprofit boards, not Wall Street.

Cash & Treasury Management

Your operating funds shouldn’t sit idle. We’ll help you balance liquidity needs with yield, increasing the funds for your mission.

Ongoing Educational Partnership

Regular workshops and training sessions to transform your board into confident fiduciaries. Build knowledge that stays with your organization.

Mission-Aligned Planning

Beyond investment management- we help you think strategically about planned giving, reserves, and spending to maximize mission impact.

download our nonprofit investment policy statement template

75%

Average Lower Fee

$500,000

Minimum Investment

0.40%

Maximum OCIO Fee

Fiduciary

100% Of The Time

Why Kentucky Nonprofits Choose Plentiful Wealth

We understand nonprofits because we’ve sat on your side of the table. Our goal is to empower your organization and increase your impact by providing effective investment consulting.

Board members discussing nonprofit investment management.

Simple, Transparent Nonprofit Investment Management Fees

No hidden investment fees & no commissions. Fees that you can understand.

Account Size	OCIO Fee	Fund Expenses	All-In Cost
Under $12 Million	0.40%	0.06%	0.46%
$12 Million and Above	0.30%	0.06%	0.36%

See How Much Your Investment Fees Are Really Costing Your Mission

Expertise You Can Trust

Our Team of Nonprofit Investment Management Professionals

Independent Financial Advisor and provider of Investment management for nonprofit organizations

Jeb Jarrell, CFP®, CAP®

Founder & CEO

Jeb’s Bio

Seth loves working for an outsourced CIO for nonprofits

Seth Osborne, WMS®

operations manager

Seth’s Bio

Firm Memberships

Certified Financial Planning Board and Nonprofit Investment Advisors

Start with the Free IPS Template

The most useful thing on this site is free: the same Investment Policy Statement template I walk boards through. Put in your email and I’ll send it over.