Foundations

MEETING THE GOALS OF YOUR ORGANIZATION

Since the founding of our firm in 2003, we have been meeting the needs of institutional clients. From a university endowment to a hospital foundation to a family’s private foundation, each entity is unique.

It starts by assuring that you and your members will have your organization’s investments meet the requirement of the Uniform Prudent Management of Institutional Funds Act and the Uniform Prudent Investor Act.

We also work with you to provide additional insight into our investment strategy to everyone on your board, provide transparent reporting and ongoing investment analysis.

To make it all work is our team approach which consists of the strength and support of a nationally recognized firm combined with the personal service of an independent advisor.

That is because we are part of something bigger.

Homan Wealth Advisors is a founding member of the BAM ALLIANCE, one of the largest groups of independent advisors in the country. The stable, experienced team dedicated to serving institutions and nonprofits provided to member firms of the BAM ALLIANCE means advisors at Homan Wealth Advisors are able to remain focused on the mission and goals of your organization.

Most of all, it’s the kind of confidence that comes from working with an advisor who is part of an independent advisory group that manages or administers more than $24 billion* in assets.

Talk to Homan Wealth Advisors today.

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