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We believe a carefully planned foundation or endowment can shape future generations with ever-increasing impact – changing lives and bringing dreams into reality. We offer tailored financial advice and investment management services to endowments, charitable foundations, non-profit organizations, families, and churches.
Foundations and endowments are the ultimate long-term investor. Major donors, directors, board members, volunteers, and communities alike want nothing more than for their organization to leave a lasting impact in their community long after their service has ended. An independent, fiduciary investment advisor can help you set spending policies, develop an appropriate Investment Policy Statement, and manage the foundation or endowment’s assets in a manner that is truly in the long-term interest of not only the organization, but the community at-large.
To explore establishing a foundation or endowment, or to schedule a comprehensive review of an existing foundation or endowment at no cost or obligation, please give us a call at (717) 207-7123 or email@example.com.