Klingman & Associates, LLC

Nonprofits and Endowments

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:

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | | Privacy Policy