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Endowment Funds

Endowment fund have been used by hospitals, universities nonprofits and churches for quite some time. They allow donors to take advantage of tax deductions while supporting their favorite causes.

With our network of well-known attorneys and fund management companies we can help your organization establish and maintain an endowment which can potentially, produce additional income for as long as is needed. We have established an alliance with investment companies that have a deep understanding of tactical, strategic and diversified portfolio management. - Your organization will have access to full-time portfolio management from proven investment firms. Combined these companies oversee hundreds of billions of dollars in assets.

If your organization already has an established endowment, please, send us a Request for Proposal and let us put together the program and people to help keep things growing, for the long-term.

Asset management companies available through Cetera’s Mutual Funds/Exchange Traded Funds (MF/ETF) Advisory Program:

  • Cetera Investment Management
  • UBS Global Asset Management
  • Wilshire Funds Management
  • Sage Advisory Services