800.610.1460

PO Box 2500

Walla Walla, WA 99362

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Foundations & Endowments

We partner with our clients to bring the best investment strategies forward for their careful consideration. Collaboration with a Foundation's executive personnel and Investment Committee is where we start the process.

Knowing the fiduciary responsibilities of non-profit boards and the aspects of the Sarbanes-Oxley Act enables us to assist clients with the standards of accountability and compliance. Complete transparency is what our firm engages in reporting and record-keeping for clients.