In addition to advising on investment policy statements and proactively managing portfolios, we offer customized services based on the foundation or non-profit's mission and investment administration and governance needs.

  • Reviewing and updating policy statements including investment policy, conflict of interest policy, fundraising, document retention, etc.

  • Consulting on a planned giving program

  • Satisfying all public disclosure requirements and filing legal and tax documents

To request a proposal for investment management services, please call 1.800.808.5404.