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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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Market Commentary

Quarterly Insights: January 2020

Quarterly Insights: January 2020 Clifford Swan
2019 was a good year for investors, with extraordinarily strong domestic markets. As measured by the S&P 500 Index, stocks returned 31%. The Bloomberg...
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