Endowments & Foundations
Our dedicated team serves the unique needs of endowment, non-profit and foundation organizations.
Individuals & Families
We work with a broad range of clients from corporate executives, entrepreneurs and business owners to multi-generational families and family offices.
Institutions, Consultants & Advisors
We are uniquely positioned to serve institutional investors and consultants as well as support investment advisor and financial advisor needs.

FOUNDED ON IDEALS.
BUILT ON IDEAS.

A singular focus on investment & wealth management.

Endowments & Foundations
Our dedicated team serves the unique needs of endowment, non-profit and foundation organizations.
Individuals & Families
We work with a broad range of clients from corporate executives, entrepreneurs and business owners to multi-generational families and family offices.
Institutions, Consultants & Advisors
We are uniquely positioned to serve institutional investors and consultants as well as support investment advisor and financial advisor needs.

BIDEN ADMINISTRATION: A NEW ERA FOR SUSTAINABLE & IMPACT INVESTING?

A Democratic-controlled Congress provides greater clarity surrounding President-elect Joseph R. Biden’s ability to execute on campaign promises, including those related to sustainable and impact investing. 

ESTATE PLANNING: BENEFICIARY DESIGNATIONS

Beneficiary designations are powerful tools that offer several advantages, but should be thoughtfully executed and regularly reviewed.

MARKET OUTLOOK: THE BLUE RIPPLE CONTINUES

While we believe politics are but one input among a vast array of factors that may influence the economy and markets, some key observations and potential implications exist.

50:50 SENATE: WHAT IT MEANS FOR BIDEN'S TAX PROPOSALS

Lisa Whitcomb, Glenmede's Director of Wealth Strategy, provides a tax update resulting from the Georgia Senate runoff elections.