Serving fiduciaries


What the EU General Data Privacy Regulation (GDPR) Means for our Clients

There have been a number of articles about the impact of the EU’s  implementation of the GDPR on how US companies do business with the EU member countries. In this blog post we will focus on the issue of data protection. Scheduled to take effect in May 2018, the GDPR covers four areas: •Assessing and […]

Our Value Proposition for Nonprofits

There are about 2.5 million nonprofits in this country, almost all of which are clamoring for money to support their operations. 

Integrity is the Cornerstone of our Business

We believe that a strong fiduciary process, based on strong ethics and integrity, is integral to the success of our clients and, by extension, our business.