Individuals and Families

See How We Help You

manage your wealthgrow your wealthtransfer your wealth


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.

Read More

Market Commentary

Markets and Current Events - May 2022

Markets and Current Events - May 2022 Kevin J. Cavanaugh
The financial markets have exhibited higher than usual price volatility thus far in 2022. Daily swings in the stock market of over 1% have been freque...
Read More

Stay Connected