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Over $100M Managed for Nonprofits
We’ve had so much going on this year, but we want to share an important milestone we crossed.Drum roll, please … we now have more than $100 million in assets under management!That’s more than just a big number — though we do come from an industry that cares about having lots of zeroes.We see it as a testament to our clients’ faith in us managing their investments wisely so they can focus on their mission and have a Read More



