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Yes. We can manage and implement your investments based on the Goals-Based Wealth Management plan we establish together. We actively monitor and make changes to your investment portfolio in accordance with the selected investment strategy.

A private foundation may choose to outsource the management of their investments to an experienced and well-resourced investment manager who can assume the fiduciary responsibility of managing their endowment fund. An organization’s board of directors or investment subcommittee generally seeks an OCIO with deep resources and experience in managing asset pools with perpetual time horizons.