Helping to Preserve a Cherished Legacy

Hefren-Tillotson has a long history of guiding foundations, endowments, pension funds and other institutional clients to financial success. Together, we will:

Take the first step for your financial future.

Meet with a Hefren-Tillotson advisor to design an investment plan that fits your needs and achieves your goals.

Develop

…a long-term investment strategy along with a written investment policy statement.

Manage

…your portfolio with attention to returns, cashflow, risk, investment classes, asset allocation restrictions, and other legal issues.

Employ

…a disciplined, long-term approach to keep your institution’s investments diversified and on track.

See to it that no donor goes untapped.

  • Offer your employees the retirement plans they’re looking for to satisfy their own personal retirement goals.

  • Review and update your retirement plans to ensure goals and timelines are aligned correctly

  • Ensure that you meet your requirements under the Employee Retirement Income Security Act of 1974 (ERISA) through ongoing reviews.

What can we help you find?