Options to fit your investing style

Whether you prefer straightforward, pre-allocated investments, customized funds, or values-driven investments, we have you covered. After funding your account, you'll be asked to recommend an investment strategy based on risk tolerance, asset allocation, and giving timeframes. You can learn more about our investment offerings and find what most appeals to you.

Portfolio Solutions

Portfolio Solutions

Too busy to pick and choose investment options? Then pre-allocated investments, which are rebalanced daily by seasoned professionals, may be the right option for you.

Portfolio Builders

Portfolio Builders

Interested in building a solid base for your charitable portfolio? Then these customized funds, driven by your giving timeline and philanthropic goals, are a good choice.

Values-driven Investments

Values-driven Investments

Want to align your personal values with your charitable investments? Choosing from three socially responsible investment options may be what you're looking for.

 

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Accounts having a balance below $15,000 may be subject to an annual maintenance fee of $250.

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Our premier clients enjoy reduced pricing to further maximize their impact.

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