Advisory Services & Financial Management

While we can’t write your new bylaws or recruit new members for you, we can help you with most other aspects of your Fraternal organization.



Let us help you to run better!



Learn about best practices, fiduciary

responsibilities, budgeting and bookkeeping.

We manage an asset management firm with a fiduciary duty to our clients,  not to a financial institution. Our fund is  registered with the SEC.



We focus on the changing nature of your

organization on a multi-year basis and

develop a tailored long term investment strategy designed for your individual needs. We only focus on fraternal organizations and their unique long term financial  demands.

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