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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: January 2019

Quarterly Insights: January 2019 Clifford Swan
2018 ended turbulently, with equity markets declining over the last three months of the year. Since reaching a September high, the major U.S. stock in...
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