A Partner for Navigating a Complex Landscape

Are you an endowment, foundation, or retirement plan looking for a fiduciary investment partner that can guide you through complex market conditions, regulations, and organizational changes? Are you looking for a partner that can help you ask the right questions?

Are you looking for a fiduciary partner that can help you better align your investment program with your mission? Are you looking for a firm that can help you make better decisions and create better processes for your organization’s unique cashflows, liabilities, resources, and mission?

You’re looking for a partner that can be an extension of your staff

We understand the unique issues facing charitable organizations, especially the need for intergenerational equality and the impact of spending policies and the volatility of donations and budgets. As a result, we bring a multi-disciplinary approach to our client engagements.

If you are looking for the right Fiduciary Partner, FinTrust’s team of ACCREDITED INVESTMENT FIDUCIARY® and CHARTERED FINANCIAL ANALYST® designees can help. Contact us today to schedule a meeting.

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