Our institutional clients have so many constituencies that rely on their funding. We get great satisfaction in helping these organizations feel confident that they have the right plans in place to ensure their financial stability and success for the long term. Gerry Klingman
Overseeing the investments for a nonprofit organization, charitable foundation or endowment, one has a fiduciary responsibility to the members of that organization. Partnering with advisors that have the knowledge and insight to help manage the group’s assets can be a powerful tool in reducing the time, stress and liability involved with serving on an investment committee.
We have years of experience in working with institutions on all facets of their investment planning, strategy, and management, which includes:
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.