The world-changing work of charitable organizations deserves the support of a goal-oriented financial plan, a sound fiduciary process and an investment strategy built for the distance. As an advisor, we offer experience and resources to help executive directors, boards of trustees and other financial officers align the organization’s assets and incomes with the needs of the organization, helping meet fiduciary obligations and providing a clear plan forward.

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Our vast range of services and resources allow us to support your organization’s specific goals and circumstances.

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Investing is a significant part of any well-resourced organization’s financial base, providing opportunities for growth and a hedge against instability. However, investing is just one piece of the financial puzzle. In addition to our investment consulting services, we can help your organization manage its retirement plan, address executive compensation and create strategies for managing day-to-day cash flows.

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