As a trustee of a foundation or endowment, you have already demonstrated your passion for and connection with the causes championed by that entity.  You have also assumed the role of ensuring the continued financial viability of your foundation or endowment and its ability to continue to promote its mission.

That's a daunting task.  Add to the challenge the increasing complexity of financial markets, and you can understand why trustees of other organizations have turned to us to provide independent guidance in making effective and prudent investment decisions.

MBO Cleary Advisors has helped a diverse range of public and private foundations, college and university endowments, and family foundations.  Because several of our professionals have served as trustees, we understand the issues you face.  We can help you meet your fiduciary and due diligence responsibilities.