TOP 10 Best Endowment investment management in Georgia

Atticus Asset Management is a finance institution located at 1175 Peachtree Street Northeast in Atlanta, Georgia, United States. With additional offices in Colorado, Florida, and North Carolina, Atticus Wealth Management is a fee-only private client and institutional wealth management firm serving clients nationwide. Our team of investment managers and financial planners is dedicated to providing an exceptional investment experience tailored to each client's needs. Whether you're a high-net-worth individual, business owner, or trustee, Atticus Wealth Management offers customized, comprehensive wealth management services. We utilize modern technology and a team of experienced professionals to analyze investment opportunities, address concerns, and achieve financial objectives. Our client-focused approach includes a concierge service to build lasting relationships. As a registered investment advisor, Atticus Wealth Management offers a wide range of investment capabilities and market data access 24/7. Our Active Investor Services provide competitive interest rates on cash balances and advanced order routing systems for stocks and options. We also offer bond trading services with access to a team of institutional fixed-income traders. For clients interested in philanthropy, we assist in creating tax-efficient strategies to support charities and nonprofits. We work with attorneys, accountants, and other professionals to reduce estate and income taxes while providing charitable support.

Fisher Investments is a leading finance institution located at 1050 Crown Pointe Parkway in Atlanta, Georgia, United States. With a focus on client-focused service, our experienced team works with you to create a tailored investment portfolio to help you achieve your financial goals. As one of the nation's largest investment advisers for small and mid-sized businesses, we provide valuable insights on market topics and issues. Our diverse group of institutional clients includes pension funds, governments, foundations, and endowments. Visit our local office in Atlanta for personalized wealth management services. Please note that investing in securities involves risks, and past performance is not indicative of future returns. Gain valuable resources and articles on popular investment topics to navigate the market landscape.

Cornerstone Management is a finance institution located at 3237 Satellite Boulevard in Duluth, Georgia, United States. With over 30 years of experience, we specialize in providing independent financial planning services to Christian nonprofit organizations. As an outsourced chief investment officer and planned gift administrator, we support our clients' values and stewardship of investments and charitable gifts. Our Christian investment service committee utilizes a proven process to develop comprehensive investment solutions for each client. We provide complete administration and compliance for Charitable Trusts, Gift Annuity Programs, Donor Advised and Endowment Funds, and more. Our team can also assist in the preparation of estate and gift design proposals.

Institutional Financial Services is a leading finance institution located at 5272 Brookhollow Drive in Douglasville, Georgia, United States. We specialize in providing comprehensive financial services tailored to meet the unique needs of institutional clients. Our team of experienced professionals is dedicated to delivering personalized solutions and expert advice to help our clients achieve their financial goals. Whether you are a corporation, non-profit organization, government entity, or other institutional entity, you can trust Institutional Financial Services to provide you with the financial expertise and support you need to succeed. Contact us today to learn more about how we can help you manage your finances and plan for the future.

Merrill Lynch Financial Advisor William P Caskey is a finance institution located at 933 Broad Street, Augusta, Georgia, United States. Our team is dedicated to advocating for financial wellness and helping you create a benefits experience that prepares participants for retirement and their financial futures. We prioritize your goals and work with you to identify what matters most to you, whether it's wealth transfer, financial customization, or guidance to keep you informed. By listening to your needs and priorities, we develop a personalized financial approach to help you reach your goals. Our Investment Personality Assessment helps us understand your investing preferences and tailor our approach to suit your needs. With access to the resources of Merrill and Bank of America, we work with you to develop a financial plan that addresses your specific needs. Our experienced team is committed to building strong client relationships based on trust and personalized service. We believe in managing wealth carefully to achieve personally meaningful outcomes for individuals, families, and businesses. Through Merrill Personal Wealth Analysis™, we create a personalized plan centered on your goals. As your life and goals change, we adjust your financial approach to reflect these changes and help you stay on track. Let us work together to help you achieve your financial goals and address fluctuations in the market. Our dedicated advisors provide personalized investment strategies and comprehensive financial solutions to help you reach your goals. Contact us to learn more about the dedicated relationship you can have with a Merrill Lynch Wealth Management Advisor.

Lewis Investors is a prominent finance institution located at 1312 East 67th Street in Savannah, Georgia, United States. With a strong reputation for providing expert financial advice and investment services, Lewis Investors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, our team of experienced professionals is here to assist you every step of the way. Trust Lewis Investors to guide you towards a secure and prosperous financial future.

Prudential Lamar Bush Life Insurance & Annuities is a reputable finance and insurance agency located at 3647 Vineville Avenue in Macon, Georgia, United States. With a strong focus on providing comprehensive life insurance and annuity products, the institution is dedicated to helping individuals and families protect their financial future. Their experienced team of professionals offers personalized solutions to meet the unique needs of each client, ensuring peace of mind and security for the long term. Trust Prudential Lamar Bush Life Insurance & Annuities for reliable and trustworthy financial services.

Stewardship Financial Advisors, LLC in Peachtree City, Georgia is a finance institution located at 2011 Commerce Drive. Specializing in financial services for individuals, endowments, and foundations, the Stockbridge-based office of CAPTRUST offers wealth planning, portfolio management, family governance, philanthropic strategies, and more. Operating Monday through Thursday from 8:00 am to 5:00 pm and Friday from 8:00 am to 4:00 pm, our team of financial advisors is dedicated to providing clients with best practices, market insights, and financial planning strategies. From preparing children to inherit a business to sharing local government insights from Apex Mayor Jacques Gilbert, we are committed to helping clients navigate their financial future.

CAPTRUST is a finance institution located at 2500 Northwinds Parkway in Alpharetta, Georgia, United States. Our award-winning advisors provide investment advisory and fiduciary services to corporate retirement plans, endowments, and foundations of nonprofit organizations. We offer services such as committee education, donor development, OCIO services, performance reporting, and investment management to our nonprofit clients. With operating hours from Monday to Thursday, 8:30 am to 5:00 pm, and Friday, 8:30 am to 4:00 pm, we support thousands of employer organizations through various fiduciary services, plan design optimization, and financial wellness programs. Our team shares best practices, market insights, and financial planning strategies with our clients. Join our upcoming webinars and access recordings on topics such as fiduciary liability, industry insights for hospitals, healthcare systems, law firms, and how nonprofits can navigate volatility. Nonprofits are increasingly exploring alternatives and seeking help, and our team is here to provide the necessary support.

CAPTRUST is a finance institution located at 345 Corporate Center Court in Stockbridge, Georgia, United States. Our Stockbridge-based office specializes in providing financial services for individuals, endowments, and foundations. Our office is open Monday through Thursday from 8:00 am to 5:00 pm and on Fridays from 8:00 am to 4:00 pm. Our team of financial advisors is ready to assist with wealth planning, portfolio management, family governance, philanthropic strategies, and more. We provide best practices, market insights, and financial planning strategies to ensure that every client receives the information they need to make informed decisions.

Domain Capital Advisors, located in Atlanta, Georgia, is a finance institution that specializes in providing customized and scalable strategies to align with specific investment objectives. With a focus on discovering opportunities for risk-adjusted returns with low volatility and correlation to other asset classes, our investments include media and entertainment portfolios aimed at delivering cash-on-cash returns. Our goal is to generate yields that meet the needs of each investor, including public and private pension plans, corporations, foundations, endowments, and high-net-worth individuals. We offer comprehensive investment services across various sectors such as Real Estate, Natural Resources, Media, Entertainment & Technology, and Credit & Special Situations. Through partnership and a commitment to delivering strategic and responsive solutions, we help our clients achieve their long-term financial goals with diversified funds management.

CAPTRUST, located at 3348 Peachtree Road Northeast in Atlanta, Georgia, is a finance institution specializing in providing comprehensive investment advisory services to the Atlanta area. Our advisors are available Monday through Thursday from 8:30 am to 5:30 pm and on Fridays from 8:30 am to 4:00 pm. We support thousands of employer organizations with services such as 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, and financial wellness programs. Our Atlanta team prioritizes your financial wellness and success, backed by a nationwide network of resources to make informed decisions for even the most complex clients.

The Merrill Lynch Financial Advisor Chris Gabriel institution, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, offers a unique approach to finance. The Gabriel Group, alongside trusted partners like Perry J. LeBlanc III and The Wiley Group led by Buck Wiley, work to bring purpose and productivity to your money. They assist in creating outcomes and legacies for yourself, loved ones, and important causes. The team focuses on aligning your values and resources for maximum benefit in all areas of your life. Chris Gabriel, a Bank of America Global Institutional Consultant, specializes in working with Endowments, Foundations, and Not-for-Profits. The team partners with clients' professionals to create scenarios of Optimal Giving with maximum benefit for both the giver and the recipient. The institution offers a range of wealth management planning, wealth structuring, and investment management services, with a focus on philanthropic strategy. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, they can help build and document a personalized plan centered on your goals. The team is committed to helping you stay on track to achieve what's most important to you as your life and financial goals evolve over time.

Stewardship Financial Advisors, LLC is a finance institution located at 345 Corporate Center Court in Stockbridge, Georgia, United States. Specializing in financial services for individuals, endowments, and foundations, our office is open Monday through Thursday from 8:00 am to 5:00 pm and Friday from 8:00 am to 4:00 pm. Our team of financial advisors is dedicated to providing wealth planning, portfolio management, family governance, philanthropic strategies, and more. We offer best practices, market insights, and financial planning strategies to ensure our clients are well-informed and prepared for their financial future. Additionally, we provide valuable information on topics such as local government, preparing children to inherit a business, and much more. Whether you are an individual or an organization, Stewardship Financial Advisors, LLC is here to help you achieve your financial goals.