A complete list of active advisors currently associated with Charitable Foundation Services LLC
Warmer can help you find a great advisor at Charitable Foundation Services LLC or one who fits your needs even better.
Charitable Foundation Services LLC provides investment advisory and related management services primarily to charitable foundations, charitable trusts and high-net-worth individuals. In addition to investment recommendations, the firm offers foundation administration and consulting services, including charity research, communications and tax filing support. The firm follows a long-only, passive ETF approach, using proprietary valuation models that emphasize large-cap stocks and more stable industries and an economic model that incorporates interest rates, earnings, growth and inflation; reviews and recommendations are provided periodically (typically monthly or quarterly). Recommendations are non-discretionary—clients retain sole authority over trade execution and choice of custodians—and the firm does not take custody of client assets. Noteworthy aspects include a client mix concentrated on charitable and institutional accounts and an unusually small roster (the brochure reports one related-entity client with about $2.47 million under management), while the firm’s principal devotes the majority of time to foundation administration and roughly one-quarter of time to investment advisory work. The adviser does not direct or aggregate client trades, generally leaves brokerage and execution arrangements to clients, and bills advisory fees by invoice rather than deducting them directly from client accounts.
To learn more about the advisors currently working at Charitable Foundation Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sarasota, FL
| 13
|
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