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

Steve Coker, CFP®

President, Advisor

BS Accounting, Pepperdine University

MBA, Anderson Graduate School of Management UCLA

steve.coker@cedarstoneadvisors.com  |  Tel: 888.571.5582 ext. 101

DISCLOSURE Information on this website and others should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss. The materials and content herein are not a substitute for obtaining professional tax, personal financial planning, or other relevant financial advice from a qualified person or firm. For full disclosure click on the disclosure link at the bottom.

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2945 Townsgate Road Suite 200

Westlake Village, CA 91361

+ 888-571-5582

help@cedarstoneadvisors.com

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