Charities and Endowments

We are honored to work with you on investing you charitable or endowment funds

We strongly believe in not only being a part of the community but also in doing our part in the community.

Establishing and investing a Charitable Organization (501(c)(3)), Trust, or Endowment is one way you or your business can maximize assets, giving you more opportunity to support the causes dear to you. Not-for-profit organizations have their own special concerns and restraints. As an Accredited Investment Fiduciary, AIF®, we can help you fully understand your fiduciary responsibilities to the charity or endowment.

Our investment philosophy and objectives are built around practical investment management, the key to which is finding the optimal allocation of assets for your needs. With many years of both supporting and managing such accounts, we would be honored to work with you to meet your benevolent goals.

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Protecting your success, while growing your future