Service Spotlight

Private Foundation Administration

Helping our clients administer and direct the finances for their private foundations.

Client Survey Process

We use client feedback to review and revise our process to ensure we are not only meeting, but exceeding our client's expectations. Are you an existing client that would like to participate in our annual client survey? If so, please contact us.

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Maddox Thomson & Associates

Need help with your taxes?

Our sister firm, Maddox Thomson & Associates can help you.

Quarterly Newsletters

 

Our quarterly newsletters are prepared in-house and include:

  • a market commentary section
  • a profile of a featured money manager
  • topical discussions of current events
  • our monthly advice column "Making Cents"

To join our e-newsletter list, please fill out the "Newsletter Sign Up" form to your right.

 

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