On Your Side To Treat You Right
The Uniform Prudent Management of Institutional Funds Act (UPMIFA) provides guidance on investment decisions and endowment expenditures for charitable organizations and nonprofits. We adhere to the many UPMIFA standards of prudence in acting as a fiduciary for our clients.

This fiduciary responsibility is especially important for charitable organizations and nonprofits. Both the organization and its board members benefit from the legal and ethical protection of engaging a Registered Investment Advisor.

We adhere to the CFA Institute Code of Ethics of which our CFA charter-holders are bound.