Combined with true partnership to support your organization’s needs through unparalleled service.
Our investment philosophy is rooted in the principles of Modern Portfolio Theory, reducing portfolio risk through asset class diversification. We construct and manage a low-cost portfolio by:
Organizations have the opportunity to increase their capacity to engage donors in the process of gift planning to support their critical missions for the long term, building the organization’s financial sustainability.
We work with staff and board members engaged in endowment building efforts through planned giving education and training, and work with individual donors and families. Our expertise includes:
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