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.

  1. How to protect your foundation against inflation?
  2. Mission aligned investing such as (ESG - Environmental, Social and Corporate Governance).
  3. 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