Nonprofit Endowment Investment Services
Based in Downtown Brooklyn, Query Capital Institutional works with foundations, nonprofits and community-based organizations to align investments with mission. As a financial advisory firm focused on the LGBTQ+ community, we apply our socially-oriented and values-based approach to working with nonprofit organizations in working towards their long-term goals.
We understand the unique nature of nonprofit endowments, and our aim is to relieve investment committees with some of the fiduciary responsibilities entrusted to them, so members can focus on the bigger picture of their mission.
Our nonprofit services include: providing investment advisory services ranging from consultive to full discretionary, strategic and policy advice, client services including regular reporting and meetings, online access to investment portfolios, and a customizable values-based approach to investing that aims to minimize risk by incorporating environmental, social and governance (ESG) data. As with our individual clients, we offer these services to nonprofits at a competitive rate and a sliding scale based on assets under management and complexity.
Query Capital offers our services through LPL Financial LLC, a Fortune 500 component and the largest independent broker-dealer, managing over $1 trillion in brokerage and advisory assets. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need, and therefore LPL does not offer proprietary investment products or engage in investment banking; this means affiliated advisors are not pressured or influenced by LPL to sell proprietary products.
Leveraging LPL’s institutional resources, research, tools and delivery systems frees us to concentrate on developing individualized strategies and high-touch relationships that produce measurable results.
Landon Tan, CFP®
Founder & Lead Planner
Landon Tan began his career working in nonprofit community organizations serving historically marginalized communities, grant-writing, and advising on diversity issues to schools and institutions.
Since 2014, Landon has worked as a financial advisor, overseeing investment strategy for individuals, trusts, and institutions.
Landon is passionate about precision, due diligence, and alignment of client vision to investment portfolio.
Jesse Gerstin, MBA
Jesse Gerstin is the head of investment research at Query Capital, where he analyzes environmental, social and governance (ESG) risk for client’s investment portfolios.
Prior to joining Query Capital, Jesse spent over 10 years working for Foundations and nonprofits focused on community approaches to climate change, and he continues to serve as a trustee on two nonprofit boards. Additionally, Jesse has advised endowments in aligning strategic impact with investments.
Jesse also teaches sustainable business and impact investing to college students, and is an active investor in mission-focused entrepreneurs.
Query Capital takes pride in serving the nonprofit institutions that help our communities thrive. Please reach out to learn more – we look forward to hearing from you!
147 Prince Street PR 2/2
Brooklyn, NY 11201
The LPL Financial Registered Representative(s) associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
© 2022 by Landon Tan