Services

FOUNDATION SERVICES

The services we provide are designed to help meet the specific financial, investment and giving needs of our two major client groups: individuals/families and organizations/charities.

Individuals and Families

Families and individual clients tend to utilize several of the Foundation’s services. Because your needs are unique, The Foundation strives to tailor its services to meet those specific needs. While charitable giving tends to be one of our clients’ top priorities, trust administration and providing for future generations are also important.

For most of our family and individual clients, we provide investment management services as it relates to individual need and charitable giving goals. Many of these clients ask for our assistance with giving education and direction and in helping them reach their philanthropic goals. As a result, The Foundation’s Donor-Advised Funds (DAFs) are often the investment tool of choice for passing on a legacy of generosity to future generations.

Organizations and Charities

For most of our organization or institutional clients, the Foundation provides investment management services. The assets allocated to The Foundation are typically from endowments that generate income for the support and long-term sustainability of the organization. Strong, steady growth and preservation of capital are of utmost importance to these clients.

The Foundation has a long history of managing alternative investments and offers clients a multi-strategy fund of hedge funds. The hedged nature of this product has proven to be attractive to organizations and institutions. The Foundation also offers our clients traditional asset exposure primarily through third party, passively managed, exchange-traded funds.

INTERESTED IN DISCUSSING HOW THE FOUNDATION CAN HELP YOU REACH YOUR  INVESTMENT AND GIVING GOALS? GIVE US A CALL.