Investment

• Investment Management

Planning

• Financial Planning
  From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.
• Asset Management
  We survey Endowments and Foundations both clients and non-clients and we take those insights to share with our clients about what peers are doing most importantly what the most successful peers are doing differently than the nonprofit community at large. We ask questions from everything from asset allocation to investment outcomes. But we also talk about governance donor engagement diversity equity and inclusion really the idea is to Garner as much knowledge and resources that we can to share and create a collective experience across our client base.