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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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Market Outlook

Market Outlook Daniel J. Mintz
As the saying goes, "happiness is a function of reality exceeding expectations.” In other words, we are happiest when outcomes turn out better than we...
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