Broker Check

Charitable Foundation & Endowment Services

We Help Your Generosity Grow

How We Work

We offer tailored financial advice and investment management services to endowments, charitable foundations, non-profit organizations, families, and churches. We believe a carefully planned foundation or endowment can shape future generations with ever-increasing impact, changing lives and bringing dreams into reality.

Foundations and endowments are the ultimate long-term investor. Major donors, directors, board members, volunteers, and communities alike want nothing more than for their organization to leave a lasting impact in their community long after their service has ended. An independent, fiduciary investment advisor can help you set spending policies, develop an appropriate Investment Policy Statement, and manage the foundation or endowment’s assets in a manner that is truly in the long-term interest of not only the organization, but the community at-large.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (832) 404-3740