“Thought is the wind, knowledge the sail, and mankind the vessel.”

- Augustus Hare
- how we can help-

Non-profit organizations require financial stability, supported by a reliable portfolio and consistent returns, to fund their mission over the long-term. Our team has experience supporting values-driven business models for non-profits, endowments and foundations, and we make it our mission to further the financial goals of our clients as best we can.

Whether you need assistance with planning, strategy, asset allocation, investment research or stewardship responsibilities, our team works alongside your own to develop plans that are designed to align with your corporate vision and philanthropic endeavors.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss.

  • Investment Policy Review and Development
  • Asset Allocation Guidance
  • Investment Manager Research and Selection
  • Performance Reporting
  • Retirement Plan Selection and Advisory
  • Consulting and Education
  • Risk Management
- insights for non-profits -
March 18, 2020

WEBINAR - Black Swan: Coronavirus

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March 17, 2020

A message from Raymond James Chairman and CEO

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March 10, 2020

Breaking Down This Brutal Market Drop

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