We understand that your philanthropic portfolio is about more than a group of investment strategies. It feeds the causes you care about and it supports your values.
That’s why we work with strong investment advisors, like Financial Counselors, Inc. to provide investment strategies and asset management for your philanthropic portfolio.
Whether you need to revisit your asset allocation, realign your portfolio with your organization’s values, or mitigate your tax obligations, they help you manage your assets and your risk across decades and economic cycles.
Financial Counselors, Inc., our trusted partner
FCI’s investment strategies are seeded with your objectives, preferences, and circumstances and grow toward your investment goals. The FCI team employs a disciplined and time-tested investment philosophy that seeks to manage risk and maximize returns.
FCI’s investment professionals:
• are tested, drawing on an average of over 20 years of disciplined financial expertise
• chart a strategic investment plan that moves you toward your goals
• manage portfolios within your objectives
• perform regular, personalized account maintenance to help your investments adapt to your goals
Align your investments with your values
Next Steps:
• Speak with a trust advisor about charitable trusts
• Focus on your mission, not maintenance