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Solutions for Foundations
and Non-Profits

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

Steve Coker, CFP®

President, Advisor

BS Accounting, Pepperdine University

MBA, Anderson Graduate School of Management UCLA  |  Tel: 888.571.5582 ext. 101

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