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Institutional Services

We view our work with institutions as an opportunity for us to use our time, our expertise, and our experience to help improve the lives of others and to help the community. Simply put - we want to help good people do good things. Years of experience servicing endowments, foundations and retirement plans, along with significant academic training, sets our team apart in their approach.

We help those who are tasked with essential fiduciary responsibilities to be educated on the high standards of fiduciary care while also focusing on the important mission of the organization they serve. The care and management of their institutional funds is our focus.

Our standards for providing exceptional institutional service are based on our team’s core values of stewardship, prudence and loyalty. We know how important it is to stay informed of industry changes and we place great importance on knowledge and accuracy. Several of our advisors have earned industry designations that set them apart:

  • CERTIFIED FINANCIAL PLANNERTM  (CFP®)
  • Chartered Financial Analyst (CFA®)
  • Chartered Alternative Investment Analyst (CAIA®)
  • Accredited Investment Fiduciary (AIF®)

The Caritas Financial Institutional Services team includes: