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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: April 2020

Quarterly Insights: April 2020 Clifford Swan
Much has changed since we provided our last quarterly commentary in early January, as the economy’s brisk pace continued, and the stock market showed ...
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