As our investment partners, wealth managers recognize the power of connecting charitable clients to local communities, where donors can personalize their philanthropy in meaningful ways. We offer customized investment options through these partners, and through approved arrangements with other firms.

Click for more on our Wealth Manager Partnerships.

 

Bank of America Merrill Lynch logo Regent Atlantic logoMariner Wealth Advisors logo   

 

Morgan Stanley Smith Barney logoLucas Capital Management logo

 

 

Image result for bleakley financial njImage result for silvercrest asset management

 

 Image result for ubs financial services