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Types of clients we serve

Individuals and Families

Our core business since 2008 has been working with individuals and families, in several cases with multiple generations, to identify options and pursue opportunities via financial planning and investment management strategies. Learn more about who we work with.

Not-for-profit organizations

We have experience from multiple perspectives working with not-for-profit organizations. As an investment advisor, our clients include not-for-profit organizations and private family foundations. As volunteers, we have extensive experience as board directors and investment/finance committee members of local not-for-profit organizations. Learn more about our service to these clients.