Trusts & Institutional

Trustees and institutional leaders have fiduciary oblications. Our office provides prudent and objective investment management.

Our goal is to assist you in advancing your organization’s mission.

Services include:

Investment Policy Design
Written policies consistent with your mission

Investment Management
Low cost
Clear investment objectives

Ongoing Collaboration
Active participation in board meetings
Ensure policies are always aligned with mission

Performance Review
Quarterly review meetings
Performance reports that you can read and understand

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