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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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A Stock-Picker’s Market

A Stock-Picker’s Market Daniel J. Mintz
As of early-August, US stocks, as measured by the S&P 500, are up about 12% in 2024. A first-half rally wasn’t supposed to happen for a number of reas...
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