You give your all to a cause you believe in.  We want to help you thrive!

You need more than smart investment advice.  You also need smart support.

We’ve been devoted to responsibly managing the investments of 501c organizations for over a decade.  As an experienced fiduciary and former board member of a charitable foundation, I know exactly how to effectively steward these hard-fought donations.  And I will support you as you fight for more.

We know that large future donors may want to know about your investment policy.  With The Caring Advisor at your side, you will not disappoint them.  We utilize a disciplined, transparent investment process that your designated board member will have online access to 24/7.  Every detail will be available to you every day.

We responsibly invest the funds of Charitable Foundations according to established precepts for prudent investing, and will recommend as our goal an investment theme of “Income with Capital Preservation”.    We use a well- articulated process of investing that is transparent and conflict-free.  And our fee structure is integrity-driven, transparent, and value-packed.

We monitor carefully and report to you and/or your board of directors quarterly. And we will encourage you with concepts and ideas of how to attract a deeper level of donor commitment.

Everything we do for Charitable Foundations has at its base, a respect and concern for the massive effort involved to raise charitable funds for a worthy cause in any economic time period.  The thrust of our efforts for you are to uplift, support, and raise the bar….. Of your results and of donor trust in you as a steward of choice.

We will make it a pleasure for you to receive the investment advisory assistance your organization needs!