Broker Check

Non-Profits

<br/>Accredited Investment Fiducaries<br/>


Accredited Investment Fiducaries

"The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility."-Fi360

<br/>Investment Policies


Investment Policies

We draft a document that serves as the operational framework for managing benevolent funds, established and endorsed by a board of directors.

<br/><br/><br/>Charitable Giving




Charitable Giving

We specialize in guiding donors with our charitable giving strategies that provide flexibility, opportunities for investment growth, and safeguard their privacy.

Board Council

Board Council

Decades of board experience allows us to provide guidance for the board structure and non-profit operations.

 
Fiducary Partners = Empowered Decisions

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