Board Trustee Consult


  • Portfolio Holdings & Performance Analysis
  • Cash Flow Projections & Analysis
  • Impact Overview & Analysis
  • Goals & Priorities Assessment
  • Recommended Changes
  • Minimum Cost = $3,000 Flat Fee




Investment Account Advisor


  • Core Investment Mangement Services
  • Operational Support for Trustees
  • Operational Support for Donees & Participants
  • Ongoing Investment Oversight
  • Ongoing Board Education & Updates
  • Ongoing Performance & Tax Reporting
  • Minimum Annual Cost = $5,000





Individuals & Families: Service Tiers

Board Trustee Consult


  • Portfolio Holdings & Performance Analysis
  • Cash Flow Projections & Analysis
  • Impact Overview & Analysis
  • Goals & Priorities Assessment
  • Recommended Changes
  • Minimum Cost = $3,000 Flat Fee




Investment Account Advisor


  • Core Investment Mangement Services
  • Operational Support for Trustees
  • Operational Support for Donees & Participants
  • Ongoing Investment Oversight
  • Ongoing Board Education & Updates
  • Ongoing Performance & Tax Reporting
  • Minimum Annual Cost = $5,000





Group Retirement & Succession: Service Tiers

Board Trustee Consult


  • Portfolio Holdings & Performance Analysis
  • Cash Flow Projections & Analysis
  • Impact Overview & Analysis
  • Goals & Priorities Assessment
  • Recommended Changes
  • Minimum Cost = $3,000 Flat Fee




Investment Account Advisor


  • Core Investment Mangement Services
  • Operational Support for Trustees
  • Operational Support for Donees & Participants
  • Ongoing Investment Oversight
  • Ongoing Board Education & Updates
  • Ongoing Performance & Tax Reporting
  • Minimum Annual Cost = $5,000





Foundations & Endowments: Service Tiers