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Investing Charitable Funds

Charitable funds, foundations and endowments have unique investment constraints since they are often called upon to produce a healthy current distribution and can exist in perpetuity. Altavista works closely with families, trustees and investment committees to achieve the funds’ investment goals.

Recent Posts
Lifestyle
Compliance Corner: Cybersecurity

Cybersecurity has been a growing buzz word over the last few years. Altavista works diligently to stay ahead of the … Continued

Planning
Tangible Asset Management

When providing consultative advice for our clients, advisors at Altavista will take a comprehensive look at one’s entire balance sheet. … Continued

Altavista News
Celebrating 15 Years

Thank you for 15 years! It seems like only yesterday, but in fact, 2018 marks the 15th anniversary of the … Continued

Lifestyle
Compliance Corner: Identity Theft

One of the fastest growing threats in today’s electronic society is identity theft. Our vulnerability to cyber identity theft has … Continued

Investments
Dow 21,000 and the Wisdom of Ben Graham

Since the election, our advisors have been fielding several questions related to the recent dramatic advance in the stock market. … Continued

Lifestyle
Elder Financial Abuse

Recently my 84 year old mother received a call from a young man. He claimed to be her grandson. He … Continued

Lifestyle
Compliance Corner: Cybersecurity

Cybersecurity has been a growing buzz word over the last few years. Altavista works diligently to stay ahead of the … Continued

Planning
Tangible Asset Management

When providing consultative advice for our clients, advisors at Altavista will take a comprehensive look at one’s entire balance sheet. … Continued

Altavista News
Celebrating 15 Years

Thank you for 15 years! It seems like only yesterday, but in fact, 2018 marks the 15th anniversary of the … Continued

Lifestyle
Compliance Corner: Identity Theft

One of the fastest growing threats in today’s electronic society is identity theft. Our vulnerability to cyber identity theft has … Continued

Investments
Dow 21,000 and the Wisdom of Ben Graham

Since the election, our advisors have been fielding several questions related to the recent dramatic advance in the stock market. … Continued

Lifestyle
Elder Financial Abuse

Recently my 84 year old mother received a call from a young man. He claimed to be her grandson. He … Continued