As a firm we have a rich personal history in serving not for profit entities. We realize that the mission comes first and effective money management is a crucial step in fulfilling that mission.
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Service Highlights:
- 401(k), 403(b) and 457 plans
- Act as a Fiduciary
- One on one education meetings with staff
- Quarterly committee meetings
- Plan oversight
- Investment management
- Endowments and Reserve Accounts
- Fiduciary status
- Quarterly Investment Performance Reports
- Governance
- Investment Management
- Cash Flow Analysis