Foundations, Endowments, Wealthy Families
Our long history of managing and administering assets for families enables us to offer advice-driven solutions. We can assist in structuring investment trusts to support donor contributions through charitable remainder trusts, charitable gift annuities, charitable lead trusts, or donor advised funds. We can also support your charitable efforts.
We manage your investments so you can give generously to deserving causes.
We support your stewardship mandate of caring for the future.
Rochester Investments adds depth of fiscal management expertise.
We have charitable giving management experience.
