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Associations & Foundations

Client Centered

Managing your association or foundation is no simple task. We know that you cannot fulfill your mission if you don’t have adequate resources to fund it both now and in the future. Finding the right investment advisor for your association or foundation is paramount. We believe that our fiduciary-based approach enables us to work with you to nurture and grow your organization, its assets, and donor gifts in the following ways:

Investment Management

  • Portfolio management
  • Retirement Plans
  • Fiduciary Services
  • Discretionary and Non Discretionary
  • Asset Allocation
  • Fund Manager Selection
  • Reporting to support oversight
  • IPS Creation

Board Management

  • Board Fiduciary Education
  • Investment Policy and Spending Policy Development
  • Retreat Speakers

Not-For-Profit Development

  • Planned giving programs
  • Workshops
  • On-demand continuing education and webinars
  • Keynote speaking
  • Breakout session presentations

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (614) 841-1881