GET BACK TO YOUR MISSION
Financial Management for Foundations
Multi-Layered Approach
How We Can Support You
Investment Research and Due Diligence
We conduct rigorous, ongoing investment due diligence and leverage multi-asset class research.
Portfolio and Account Management
Our team manages all aspects of your account and portfolio and adapt our strategy precisely to meet your needs in any situation.
Investment Policy, Procedures and Administration
We review and help maintain your Investment Policy Statement (IPS) to provide a foundation for your investment strategy.
Foundation Governance and Administration
We help fulfill your foundation's annual distribution obligations and establish best practices in written governance policies.
Grant Management and Due Diligence
We validate the tax-exempt status of recipients, check against watch lists, update records with current verification details, and more.
BESPOKE SOLUTIONS
Discover Our Distinctive Approach
Every charitable organization sets out with their core mission in mind. Yet, organizations like yours can become bogged down by administrative tasks.
That’s where we come in.
CASEY HAYDEN
As a financial planner and investment manager, my job is to help business owners craft sustainable financial plans and build strategies for growth and preservation.
JAMES JOHNSTON
My parents have always embodied a servant's heart, which led me to this work. We all thrive when someone is dedicated to meeting our needs and supporting our mission.
Secure your legacy and fulfill your mission
Reach out to one of our advisors to get started.