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Foundation/Endowment Fiduciary

We work with Institutional Clients to carry out their fiduciary responsibilities. The Hollander Group can help boards and committees decide on asset allocation, define strategy, implement the strategy with appropriate investment managers and monitor on an on-going basis. Both Tricia and Teri are Accredited Investment Fiduciary™ (AIF®) certificants in addition to CFP® CIMA®, and CPWA® designees.