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Advisory For 


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Advisory and Fiduciary services delivered by experienced professionals, customized to your organization 
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Retirement Plan Sponsors

We offer 401(k), 403(b), defined benefit, and non-qualified deferred compensation plans using our unique service offerings to better support employees.

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Religious Organizations

We work with religious organization, such as church-affiliated endowments and education institutions to find the right balance between faith and finance.

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Endowments & Foundations

We partner with Endowments and foundations seeking help delivering on their mission by providing investments services with appropriate diversification and risk management strategies.  

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Investment Policy Development 

We define a policy that establishes guidelines to keep all parties on track and aligned with investment goals.  Is the endowment in the accumulation phase or the distribution phase?  A proper Investment Policy aligned with a fiduciary can benefit all parties involved.

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