Our Vision
We believe in a world where people care for each other in meaningful ways. When you invest in lasting good, you commit to lift up generations ahead of you toward a brighter future.
Estate Planning Seminars
Our staff has over 50 years of experience walking through the process of wills, trusts, and estate planning with individuals and families like you. Join in any of our Estate Planning Seminars to learn the process and begin your journey.
Meaningful Investments
| Jun. 30, 2023 Performance | |||
|---|---|---|---|
| FUND | YTD | 1-YR | 3-YR |
Diversified FundLipper Median* | 8.7% 7.0% | 9.6% 7.9% | 5.0% 5.5% |
Endowment InvestmentLipper Median* | 8.7% 7.0% | 9.6% 7.9% | 5.0% 5.5% |
Fixed IncomeBloomberg US Aggregate Index | 3.2% 2.1% | 1.7% (0.9%) | (2.2%) (4.0%) |
*- Median returns from the Lipper mutual fund universe for balanced funds in the asset class category. As of 7/17/2023, universe consisted of 4,053 peers. Source: Wilshire Associates, Lipper, and Wespath
We diligently watch and care for the funds we hold. Each account exists to support lasting good in the world, and we exist to manage those accounts with integrity, trust, and wisdom.