Wisdom for Generations. Peace of Mind Today.™
Our Focus Is Your Financial Success.
We seek to preserve and grow wealth. But that’s far from all we do, as each client has a story all their own. Some have only good stories, such as reaping the rewards of a successful career. Or helping a university endowment offer more scholarships. Others are dealing with the bumps that come to many, from caring for special needs children to unexpectedly losing a life partner. No matter the story, our ultimate duty is to provide a voice of reason for stewarding wealth. Investment counseling is so much more than finances. It’s providing wisdom for generations.
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.