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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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Quarterly Insights: October 2020

Quarterly Insights: October 2020 Clifford Swan
This is the third quarterly commentary in which the coronavirus takes center stage. The pandemic has impacted our society, economy, health, markets, p...
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