For over 40 years, we’ve served our clients by delivering independent, unbiased advice. We believe that an independent firm, one with no outside influences or pressures to sell or provide secondary services, is one that serves clients’ best interests. With the wave of mergers and acquisitions in the investment consulting industry, we wanted to reaffirm to our clients what it means to be independent and why we think that’s important.
How can foundations and endowments navigate a low-return environment given lower expected returns?
Read our key highlights from this year's Healthcare Financial Management Association Annual National Institute, including HFMA's leadership address and Fitch Ratings Rating Agency Update.
Goals-based investing has emerged as an attractive alternative to traditional investing. Read our latest Viewpoint to understand how advisors have employed this approach to help build a more sustainable and scalable business.