As independent advisors, we create customized investment strategies with the goal to help build, preserve, and transfer our client’s wealth.
We are deeply committed to helping endowments and foundations pursue and manage their philanthropic goals!
Our dynamic wealth management approach is customized to address your Foundation’s unique financial needs and objectives. We follow a comprehensive five-step process that seeks to determine the optimal approach to managing your assets.
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Founded in 1993, American Endowment Foundation(AEF) fills a unique role as America’s largest independent donor advised fund program – a national, public charity. Since its founding in 1993, AEF's donors and their advisors have appreciated its independence from any sponsoring financial services firm or charity. The only people or organizations that benefit from donor advised funds at AEF are the donors, in partnership with their advisors, and the charities that donors support through their donor advised fund.
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