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Institutions

We understand the practical and political nuances of managing a mission-based organization and can work closely with officers, trustees and board members. As independent investment counselors, we are committed to building a strategy unique to your institution, whether for a foundation, endowment, or planned giving program.

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A Reality Check on AI

A Reality Check on AI David Y. Lin
While computers have only been around since the 1950s, our fascination with artificial intelligence goes all the way back to early recorded human hist...
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