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.
By Dan Akers, CPA, CFP® They say that the only things certain in life are death and taxes, and North … Continued
By Dan Akers, CPA, CFP® Are you charitably inclined? Many of us want to give back, and because of how … Continued
As the economic recovery matures and investors contemplate the attenuation of government and monetary assistance, one topic that seems to … Continued
By Dan Akers, CPA, CFP® They say that the only things certain in life are death and taxes, and North … Continued
By Dan Akers, CPA, CFP® Are you charitably inclined? Many of us want to give back, and because of how … Continued
As the economic recovery matures and investors contemplate the attenuation of government and monetary assistance, one topic that seems to … Continued
