Some of the Questions We’ve Helped Our Clients Answer…

  • Why should we have an Investment Committee?
  • How do we determine the investment strategy that’s right for our organization?
  • Can you help us write an Investment Policy Statement that supports our mission?
  • How do we select an investment advisor?
  • Can you help us determine a spending policy?
  • Will an investment advisor help us fulfill our Duty of Loyalty and Duty of Care responsibilities?


Retired / Late Career

You have retired or plan on doing so soon. You have goals for you and your family – but do you have enough saved and invested? Learn more.


Executive / Professional

You have worked hard and built a successful life. Your wealth may be tied up in your business or practice, stock options and/or pension plans. Learn more.


Life Transitions

Life is rarely a straight road and tends to be full of ups and downs. Sometimes you need sound advice and a plan to help you continue on your journey. Learn more.


Emerging Investor

Retirement is a way off, but you have already started saving and investing. You want to build and protect the foundation you already have. Learn more.

Non-Profit Organizations

You have a mission and it can be challenging to oversee your day-to-day responsibilities while also trying to manage your endowment and meet your fiduciary responsibilities. Learn more.