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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: July 2022

Quarterly Insights: July 2022 Clifford Swan
There were very few places to hide during the year’s first half as both equity and fixed income markets suffered heavy losses. With companies and cons...
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