Diligently Serving our institutional clients

An important objective of foundations, endowments and nonprofits is to have a clearly defined investment approach designed to carefully create growth while preserving assets.

Using our own institutional experience and the resources of one of America’s leading independent financial firms, we are dedicated to providing this important guidance – including the design or evaluation of your investment policy statement, development and management of your investment program, performance reporting, investment research and fund manager due diligence.

We will work closely with your organization’s directors, board members and other professional advisors, such as trustees, attorneys and CPAs, to execute an investment strategy and adhere to the investment policy.

In addition, we also offer fiduciary services, cash flow management, retirement and benefit plan consulting, as well as personal wealth management for your institution’s executives.

We look forward to serving your foundation, endowment or nonprofit and its worthy mission. You can count on us for experienced and disciplined financial guidance so you can devote your energy to fulfilling your important mission.

“We help foundations, endowments and nonprofits be good stewards of the assets that have been entrusted to them.”
The 1792 Wealth Advisors team

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.