Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Intermediate and short-term goals may include saving for a vacation, buying a home, paying off debts or funding your child’s education. As your trusted advisors, we prioritize clear and transparent communication.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Intermediate and short-term goals may include saving for a vacation, buying a home, paying off debts or funding your child’s education. As your trusted advisors, we prioritize clear and transparent communication.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Brown Advisory

MAY 4, 2020

The college is fairly liquid and self-sustaining—its budget of approximately $35 million is nearly 90% funded each year by tuition, and it has roughly a year of cash on hand at any given time. It is seeking to expand, specifically with regard to housing and athletic facilities, to keep up with a desired growth in enrollment.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . The college is fairly liquid and self-sustaining—its budget of approximately $35 million is nearly 90% funded each year by tuition, and it has roughly a year of cash on hand at any given time. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52