Phil Advisors LLC

Phil Advisors LLC is a registered investment advisor that provides discretionary portfolio management tailored specifically for non-profit organizations, foundations, and charitable entities. Phil Advisors helps organizations align their investments with their mission, liquidity needs, and time horizons through an automated online platform. The firm offers two primary investment strategies: a short-term liquidity strategy focused on money market funds and cash equivalents for immediate funding needs, and a long-term growth strategy featuring globally diversified stocks and bonds, including optional environmental, social, and governance-integrated portfolios. Phil Advisors utilizes third-party model portfolios and does not charge performance-based fees. The firm requires all client accounts to be held at a designated third-party custodian.