Non-Profits & Foundations
Working with our sister company, Alexander, Aronson, Finning & Co., P.C. (a regional CPA firm), since 1973, we've helped fiduciaries of non-profits and private foundations...
- keep up to date with IRS and industry standards and help improve their fiduciary defendability.
- ensure that their investments are consistent with the objectives of their mission and investment policy statement.
- to understand and manage their risk, while seeking to improve investment performance.
