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.
Your assets are custodied with a large, highly reputable financial institution.
No exclusive contract with any financial institution.
Legally required to put our clients first.
Fee-for-service advisors, no commissions, fully disclosed fees.
Experience and expertise.
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Flexible to meet your needs.