The objectives and time horizons of trusts, institutions and foundations vary significantly from those of individuals.
We understand the complexities involved with managing institutional accounts. As a fiduciary advisor with a balanced approach to longevity, liquidity and growth, we can provide sophisticated solutions that will allow your orgnization to focus on its mission.
We provide a broad spectrum of institutional services that include:
- Access to institutional investments
- Professional investment management
- A fiduciary standard of care
- Spending policy analysis, calculations and execution
- A transparent fee structure and reporting package
- An understanding of the tax implications facing trusts, foundations and other not-for-profit organizations
