"Best in Class" Investment Options
NPT has identified some of the top performing investment funds among our financial service partners. Your gift to NPT is professionally managed by institutions recognized by well-known independent sources as among the best in their class. Participating institutions include:

  • JP Morgan
  • Bear Stearns
  • Legg Mason
  • Morgan Stanley
  • Pitcairn

You may recommend that your donor advised fund contributions be allocated among your choice of the following three (3) options. Investment performance for each strategy can be obtained by contacting us toll-free at (888) 878-7900.  For more information about each option, see our Investment Descriptions & Options.

Option 1:  Actively Managed Model Portfolios
Utilizing best-in-class mutual funds, these actively managed portfolios have the potential to out-perform the market. Each strategy has an increasingly higher risk/reward profile.

  • Money Market 
  • Preservation Portfolio
  • Balanced Portfolio
  • Total Return Portfolio
  • Growth Portfolio

Option 2:  Index Fund Model Portfolios
Utilizing low-cost exchange-traded funds, these portfolios provide an economical way to achieve a comparable return to the market.  Each strategy has an increasingly higher risk/reward profile.

  • Preservation Portfolio
  • Balanced Portfolio
  • Total Return Portfolio
  • Growth Portfolio

Option 3:  Personal Giving Strategy
Implement a personalized giving strategy from among the following best-in-class mutual funds based on your objectives.  We encourage you to consult with your investment advisor when using this option.

  • Mainstay ICAP Select Equity
  • Prudential Jennison Dryden
  • Marsico 21st Century
  • JP Morgan Mid Cap Value 
  • Victory Special Value
  • Columbia Acorn Select  
  • Columbia Small Cap Value II  
  • JPMorgan Small Cap Equity
  • Van Kampen Small Cap Growth 
  • JPMorgan International Value
  • Federated International Small Company
  • JPMorgan Emerging Markets
  • Fidelity Advisors Emerging Markets
  • Delaware Diversified Income 
  • Pioneer Global High Yield 
  • Jennison Dryden Global Real Estate
  • Black Rock Money Market Portfolio