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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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How to Invest in a Temperamental Market

How to Invest in a Temperamental Market George E. Hasbun
"In the short run, the market is a voting machine but in the long run it is a weighing machine." —Benjamin Graham After an eventful first quarter of ...
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