Taxes

• Tax Services
  An OCIO is your comprehensive fiduciary partner,  providing the people and expertise to help you execute your foundation’s investment philosophy. Typical services include mission statement development, peer-to-peer networking, grant strategy and administration, and corporate trustee and foundation tax services.
• Tax Return Preparation
  We can simplify your day-to-day financial matters, including corporate trustee and foundation tax services such as tax return preparation and audit support.

Investment

• Investment Management
  Your foundation supports charitable activities locally, and perhaps globally. And with a growing need for services and dollars, we’re here to support your foundation’s investment management needs.
• Wealth Management
  Identifying and establishing your family’s goals informs how we strategically develop your comprehensive wealth plan. We begin with our proprietary Goals-Based Wealth Management process.

Planning

• Asset Management
  We share fiduciary responsibility so that your endowment or nonprofit can focus on its foremost priority — achieving your mission. We provide investment policy development, asset allocation modeling, portfolio implementation, financial and performance reporting, board education and other services.