Areas of Specialization
We have a team of experienced wealth advisors that specializes in working with foundations, endowments, hospitals and senior living communities.
Hospitals and Senior Living Communities
Our advisors work closely with you to build risk‐controlled investment portfolios that maximize returns within a balance sheet context. Our experience serving not‐for‐profit hospital and senior living communities enables us to provide tailored solutions to assist in meeting your specific goals and objectives.
Foundations and Endowments
Foundations and endowments are typically viewed as long‐term and perpetual assets and as such, are often invested to maximize returns within reasonable risk tolerances. Therefore, we take a much more subtle view and review of the purpose of the assets and determine reasonable risks when creating an investment approach.
We work with you to design investment strategies for your organization with a keen understanding of:
- Spending and disbursement policies, including any ramifications of not achieving stated goals
- Historical and expected distribution budgets
- Donation history and future fund raising plans and goals
- Your organization's financial strength, risk budget and strategic plans
These considerations become the basis for your investment policy, allocating your assets, creating your risk management strategies, building your portfolio, and selecting your investments. Our customized performance reporting tools then enable us to evaluate and oversee the progress towards realizing the purpose of your assets.
2018 Senior Living Study – Results Now Available
Thank you to all who participated in our 2018 survey. You may download the results here.DOWNLOAD RESULTS of the 2018 senior living study.
2019 Senior Living Study - Results Now Available
Thank you to all who participated in our 2019 survey. You may download the results here.DOWNLOAD RESULTS
2021 Senior Living Study - Survey Now Open!
Our advisors will be working on compiling the survey results once the survey closes. Check back in the coming months!
Your Trusted Advisor
Our team is dedicated to your industry and ready to deliver efficient, economical and effective solutions. Using our knowledge and industry expertise, we will help you grow and manage your company while minimizing risk.FIND AN ADVISOR