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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 2023

Quarterly Insights: January 2023 Clifford Swan
As we welcome a new calendar year, we pause to reflect upon the one which has concluded and consider what 2023 might offer investors. 2022 was a tumul...
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