Services Offered | ENDOWMENTS AND FOUNDATIONS
   Graydon Parrish: White Roses, 2010

 
Implied expectations

All communities benefit from charitable efforts—whether for educational, social, health, historic, religious, or cultural purposes. We support those activities by helping trustees with their fiduciary duties.

First, we can suggest an investment policy that defines how endowment funds are to be managed and what spending policies are appropriate.

Then, within those guidelines, we will manage the assets. Our goals are quite simple—preservation of capital, a growing stream of income, and growth of capital.

Brendan Conry has served on the boards and investment committees of numerous 501(c)(3) organizations. He has advised investment committees on endowment issues; dealt with donations of property and securities; directed banks on custody and reporting requirements; and worked with attorneys and tax professionals familiar with endowment issues.

Let him help you carry out the “implied expectations” of those who established your endowment or foundation in the first place.

There is a business side
to every nonprofit.
 


John Falter: Boys and Kites, 1950


Some of our nonprofit, endowment, foundation, and trust clients*:

  • CCSU Foundation
  • Congregational Church of South Dennis
  • Jerome Home
  • Klingberg Family Centers Inc.
  • New Britain Institute
  • New Britain Library
  • New Britain Youth Museum
  • New Britain Industrial Museum
  • Pathways Senderos
  • Tinty Charitable Remainder Trust
*All nonprofit, endowment, foundation and trusts clients as of 2/1/2014 were selected. It is not known whether the listed clients approve or disapprove of Brendan Conry, David Weigert, Conry Asset Management, Commonwealth Financial Network or the financial/advisory services provided.

 

Home | Services Offered | About Our Firm | Market Commentary | Contact Us | Account Access
This communication strictly intended for individuals residing in the states of AR,CA,CO,CT,DE,FL,IL,MA,MO,NC,NH,NJ,NY,OH,OR,PA,RI,VT,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
Privacy Policy
© Copyright 2012 - 2017