A complete list of active advisors currently associated with The Investment and Philanthropy Corporation

Warmer can help you find a great advisor at The Investment and Philanthropy Corporation or one who fits your needs even better.

The Investment and Philanthropy Corporation provides discretionary portfolio management and investment supervisory services to individuals — including high-net-worth clients — as well as fiduciary-controlled entities such as private foundations, endowments, and trusts. Its client service model includes the design and implementation of customized investment strategies and regular periodic portfolio reviews. The firm implements broadly diversified portfolios primarily through exchange-traded funds and individual stocks, combining public economic forecasts (including Federal Open Market Committee guidance) with an internal statistical model called the PentaMarket that aggregates five broad capital markets. It generally limits trading to once per calendar quarter to reduce transaction costs and tax liabilities and sets asset-class exposure to match each client’s objectives, constraints, liquidity needs, and tax sensitivity. Noteworthy for a firm of its size, the adviser manages roughly $24 million across a few dozen accounts with regimented ninety‑day reviews and detailed written reporting, and it discloses and advertises performance results — a practice that is uncommon among similar supported advisers. The firm also emphasizes services to fiduciary institutions, adherence to the CFA Institute Code of Ethics, and the use of Schwab Institutional custody and platform services to execute and administer client accounts.

To learn more about the advisors currently working at The Investment and Philanthropy Corporation, 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.