Foundations and Endowments
Providing fiduciary guidance to charitable organizations.
Stewardship of resources is foundational to the mission and operation of impactful nonprofits. Allow our team of experienced professionals to guide your foundation toward.
Outsourced Portfolio Management
With extensive experience working alongside foundations and endowments over the years, Ashton Thomas has the strategic and tactical resources to partner with your organization in the complex business of managing not-for-profit investments and cash flow requirements.
Your Fiduciary Resource
As an executive, board member, or trustee, you understand the weight of the decisions you are tasked with making on behalf of those whom your organization represents. We understand the gravity of that responsibility and can work alongside you to align investment and gifting policies with your organization’s governance requirements.
Wealth Planning Insights
News: Ashton Thomas Joins Arax Investment Partners
Monthly Market Insights
The Asset Allocation Playbook
Guide Your Foundation Forward
Talk with an Ashton Thomas Wealth Advisor to discuss how we can provide you with fiduciary guidance designed to simplify the complexities of your organization.