Page 20 - DCAC November 2024 Files
P. 20
Fiduciary Independent Fee-only Conflict-free
Undivided Investment Consulting
We are more than an investment consulting firm. We are your trusted partners in navigating the complex world of investments. Our
unwavering commitment to our clients is at the core of everything we do.
Nonprofits, High Net Worth
Retirement Plan Foundations, Individuals, Families,
Services
& Endowments & Family Offices
• Creative plan design to drive • Custom portfolio construction • Consultative, collaborative, and
participant engagement aligned with your mission, goals, custom client approach
and objectives
• Streamlined investment options
resulting in positive outcomes • Access to best in class
• Thought leaders in non profit traditional and alternative
• Experienced and credentialed governance, development and investment strategies
team with expertise in governance, investment management
administration and education • Clear and transparent reporting
• Experts working with corporate, • Committed to supporting the
nonprofits, and governmental communities that our clients • Tax management and
organizations serve with our time and treasure minimization
