Clients

The majority of our clients are non-profit organizations. They include educational institutions, charitable groups, religious orders, and communal associations. We advise more than $1.0 billion in clients’ assets.

Partial client list

• AAA Western & Central New York
• Albright College
• Association of Governing Boards of Universities & Colleges
• Bay Path College
• Boston Architectural College
• The Boston Globe MUST Plan
• The Boston Newspaper Guild of The Boston Globe
• Boys & Girls Club of Stamford, Inc.
• Cazenovia College
• Community Foundation of Western Massachusetts
• Diocese of Ogdensburg
• Editorial Projects in Education
• Foundation for Healthy Communities
• National Association of Independent Schools
• New Hampshire Hospital Association
• Paul Smith’s College
• PHCC National Association Educational Foundation
• Pomfret School
• Rockingham County Nutrition & Meals On Wheels Program
• Sisters of Providence
• Society of Sisters of St. Joseph
• Springfield College
• Springfield Museums Association
• Strawbery Banke Museum
• SUNY Plattsburgh: College Foundation and College Auxiliary Services
• SUNY Potsdam: College Foundation and Auxiliary & College Educational Services, Inc.
• Teamsters Local Union 404 Health Services & Insurance Plan
• Villa Maria Education Center
• YMCA Camp Belknap