We’re using investment partnerships to help strengthen communities across the country.

Serena Overhoff & Partners’ mission is to create impact opportunities, by connecting asset managers with investors and community leaders. Through our relationship-oriented community lens, we truly believe alternative investments can drive economic growth in areas of need, while intersecting with and promoting philanthropic visions and educational initiatives.

Today’s investors are seeking trust, transparency, and investment partnerships built to last. As we adapt new was to connect post pandemic, it’s time to renew the traditional principles of business development.

Serena Overhoff & Partners is focused on addressing this new paradigm of investing by fostering meaningful, profitable partnerships that drive social impact.

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Connections

We connect people with a genuine approach. On one hand, we have relationships with investors in search of meaningful ways to make returns. On the other, we’re aligned with experienced institutional asset managers who generate returns by making critical, impact-related investments.

Bottom line: it’s about connecting the right people at the right time.

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Community

Investment opportunities can be symbiotic with creating social impact. We collaborate with clients who directly and indirectly help communities thrive by helping them tell their impact stories. Additionally, we only pursue investments within industries we know and understand, so we can actively promote our social impact footprint with our partners.

Philanthropy goals are often intertwined with investment goals. We proudly promote our philanthropic community partners devoted to education, healthcare, wellness, and the arts.

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Partnerships

We partner directly with institutional firms and philanthropic organizations seeking to scale or re-energize their marketing position for strategic growth initiatives.

Our objective is to partner with people who share our values and who work and invest to impact communities in a positive way, while also meeting the demands of today’s investors.