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Investments

2024 Capital Market Assumptions

The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.

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Investments

2023 Year-End Fundraising Checklist

The approach of the end of the year means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.

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Realized Potential


When you’ve been serving wealthy clients for more than two centuries, there are few wealth challenges you haven’t seen—or solved. We can help you fully realize your and your family’s specific goals and vision by coordinating the right strategy, resources, and support.

Portfolio Design
To help achieve your return objectives and drawdown tolerances, we can design and implement a portfolio strategy.
Asset Allocation
Asset allocation services, including goal setting, long-term strategic discipline and robust design, can help you capitalize on opportunities.
Manager Recommendations
To align with your needs and goals, we'll perform investment manager due diligence to pinpoint managers
Performance & Risk Analysis
A comprehensive analysis of risk and investment performance can help ensure your portfolio is aligned with your specifications.
Ready to talk about what’s next?
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