Clarfeld works closely with Endowments, Foundations, Nonprofits and Charitable Organizations helping these specialized organizations meet their financial needs and achieve corresponding investment objectives. Our culture of comprehensive wealth management enables us to offer more than the simple approach of purely growing assets. We provide a full suite of customizable services in addition to investment management and can function as the most relied upon resource of this distinct clientele.
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Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Clarfeld is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Clarfeld by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.