Individuals and Families

See How We Help You

manage your wealthgrow your wealthtransfer your wealth


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.

Read More

Featured Post

Quarterly Insights: January 2021

Quarterly Insights: January 2021 Clifford Swan
Calendar year 2020 is over, and it will be one for the history books. The COVID-19 global pandemic, combined with a contentious presidential race and ...
Read More

Stay Connected