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Helping Your Clients Make a Difference

Social consciousness: Today's expectations of advisors Especially over the last few years as social consciousness has increased, many of your clients have no doubt become more interested in how they can make a difference through their philanthropic activities, whether those…

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How We Invest

Our Investment Approach Embracing Best Practices and Meeting Long-term Objectives The Community Foundation believes that strategic asset allocation provides a solid foundation upon which proper investment goals and strategies to achieve those goals can be built. By focusing on risk-adjusted…

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Supporting Our PLAN Members

How We Support Your Client Relationships When your clients want to have a lasting impact on their community, we can help you execute their philanthropic intentions. The Community Foundation offers professional wealth advisors a broad-based knowledge of community needs, along…

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