Fiduciary Services

We serve as the investment advisors for a number of Trusts and Foundations. From private family QTIP trusts to 501(c)(3) foundations, Trustees look to us for guidance in achieving fund objectives as well as for investment selection and ongoing management. Our process, which includes establishing an Investment Policy Statement written in plain English and regular comprehensive investment reviews, helps you meet your fiduciary responsibilities. In addition to providing ongoing investment management, we can provide reviews of existing portfolios risk/return structure managed by third parties.