Michael R. M. Email and Phone Number

As Princeton Global Asset Management (Princeton Global)’s National Managing Director of Nonprofit Investment Services, Mike focuses exclusively on over servicing the Outsourced CIO (OCIO) & Investment Consulting requisites of Nonprofit (Tax-exempt) Institutions.His clients enjoy a service model offering a boutique/high-touch/friendly/fiduciary partnership, individually tailored portfolios, SRI, ESG, Impact Investing, very competitive fees and a certified CFA Portfolio Manager as main… Show more As Princeton Global Asset Management (Princeton Global)’s National Managing Director of Nonprofit Investment Services, Mike focuses exclusively on over servicing the Outsourced CIO (OCIO) & Investment Consulting requisites of Nonprofit (Tax-exempt) Institutions.His clients enjoy a service model offering a boutique/high-touch/friendly/fiduciary partnership, individually tailored portfolios, SRI, ESG, Impact Investing, very competitive fees and a certified CFA Portfolio Manager as main point of contact. Education, Custody Services, IPS refinement… are included at no added fee.Mike prudently builds on the value that was already created. His goal is to be the Nonprofit Community’s preferred Investment Advisor. Prior, the first 15 years of Mike’s professional career was working within Nonprofits (e.g., VISTA, UNHCR, CRS, USCCB/MRS, CARE, JRS, UNA…) globally at all professional levels. These experiences offer him a heartfelt appreciation for the mission of nonprofits and the persons who dedicate their careers within working for the “greater good” of our society.Mike would love to be added to your next RFP for OCIO/Investment Advisor! Please contact him at: mmarsh@princetonglobal.com Show less