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.