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Whether your goal is assisting the community or advancing a cause, we understand the importance of being responsible stewards for foundation and endowment funds. Our plans help preserve fund capital while maximizing return on investment. We manage many of the area's largest philanthropic funds.

P.O. Box 2768
601 S. Jefferson Street
Suite 410
Roanoke, VA 24001-2768

Phone: (540) 343-9903
Fax: (540) 343-7684