Institutional Wealth

"Responsibilities gravitate to the person who can shoulder them."
— TOM STOPPARD

Whether you serve on the board of a growing corporation or the charity you are most passionate about, one word defines your undertaking: stewardship. For company owners or board members, starting a 401(k) for employees or improving cash management are stepping stones towards your overall vision of organizational excellence. For boards of non-profits, such as museums or religious organizations, managing an endowment and educating supporters on emerging needs helps to ensure viability for generations to come. In everything you do, you are a steward of what has come before, what is alive now, and what will be for many years ahead.

Investment Prescription

STAND FOREVER

Vision

Security

Cashflow

Investment Management for businesses and non-profits combines three distinct needs. From the very top level, investment management decisions need to be consistent with the vision of a company's founders or board of directors, or the board of directors and benefactors of a non-profit. Secondly, the management strategies must be designed like the institutions themselves: to survive in perpetuity. And third, sufficient liquidity must exist so that institutions may draw on assets to cover short-term cash flow needs. Caring for these major considerations, and developing an empathetic understanding of stakeholders’ wants and needs, forms the core of our relationship with our Institutional Wealth clients.







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