Trusts & Institutional
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