We can help you make the most of your foundation and philanthropy

Sharing the benefits of financial achievement through endowments and foundations remains one of the noblest actions in our society.

To ensure that this effort generates the greatest return for its intended recipients, the entity must first be set up properly then managed carefully.

We provide a full suite of support services along these lines, starting with establishment of an investment policy statement and guidelines. We also work with you to identify an appropriate investment portfolio asset allocation plan and ongoing comprehensive management of investment assets.

We follow this with creation and maintenance of a reporting system to keep trustees apprised of the plan’s progress, and help to support thorough donor and employee financial education.