By

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean vitae ultricies nibh, sed eleifend turpis.

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
Planning
Charitable Giving: A Changing Landscape

Do you itemize or take the standard deduction?  Not an uncommon question around tax time.  If you have been itemizing … 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

Planning
Charitable Giving: A Changing Landscape

Do you itemize or take the standard deduction?  Not an uncommon question around tax time.  If you have been itemizing … 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