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Solutions for Foundations
We've got your back while you change the world.
Whether you're working to provide clean water to those in need or helping eradicate homelessness, you shouldn't be wasting your time worrying about the best way to steward the assets that fund your work. We're here to partner with you, helping you do what you do best by doing what we do best.
How We Can Help
We offer the following services to foundations and non-profits and those in charge of them:
Foundation and Endowment Investment Management
Investment Policy Statements and Oversight
Pension and 403(b) Consulting
Charitable Remainder Trust Consulting
Don't see your need listed? Doesn't mean we don't address it. Send us a message regarding your current needs and we'll give you a call to discuss how we can help.
Find an Advisor
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