Fickling Wealth Management strives to make the world a better place for all of our clients. Our team of experts understand the environment, investment challenges endowments and foundations faced every day.
We seek to understand every client’s long-term investment objectives, risk tolerances, liquidity and business considerations.
A few consideration to keep in mind when establishing a philanthropic mission.
- How to protect your foundation against inflation?
- Mission aligned investing such as (ESG - Environmental, Social and Corporate Governance).
- Policy advice by ensuring portfolio is constructed and aligned with organizational goals.
Learn more about how we can help you fulfill your wishes now and beyond.
Talk to us today