Foundations & Endowments
You are charged with the responsible and prudent management of your organization’s assets, to meet critical obligations and guide the principal confidently into the future. We are here to help you and to partner with you along the way.
Investment Advisory services include:
Investment Recommendations: We’ll develop and maintain a comprehensive and diversified investment portfolio based on your goals and risk tolerance.
Monitoring and Reporting: Quarterly newsletter and performance investment summaries for each underlying investment and portfolio as a whole.
Personal Meetings: Regular meetings to review goals, risk tolerance, asset allocation, and portfolio performance.
Secure
Your assets are custodied with a large, highly reputable financial institution.
Independent
No exclusive contract with any financial institution.
Fiduciary
Legally required to put our clients first.
Fee-for-service
Fee-for-service advisors, no commissions, fully disclosed fees.
Local
Experience and expertise.
Personal
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Flexible
Flexible to meet your needs.