PSC Financial
  • Home
  • About Us
    • Who We Are >
      • Meet Our Team
    • What We Do
    • Who We Serve
    • How We Do It
    • The PSC Financial Difference
  • The Client Experience
    • Calculators
    • Market Summary
  • Services
    • Investment Management
    • Estate and Charitable Planning
    • Retirement Planning
    • Insurance Planning
    • Business Planning >
      • Business Succession Planning
      • Corporate Retirement Plans
    • Executive Compensation Management
    • Foundations and Endowments
  • Account View
  • Contact Us
    • Transition FAQs

Foundations & Endowments

At PSC Financial, our advisors are adept in developing prudent strategies for foundations and endowments that seek to effectively balance your needs for preservation, growth and cash flow. We serve as fiduciary advisors, helping to ensure you receive objective advice and recommendations designed to serve the needs of your organization.

We understand the importance of developing an appropriate asset allocation that considers the spending policy of your organization. We will carefully analyze your organization's projected cash flow and risk tolerance, and develop an asset allocation that seeks to align your investment portfolio with your needs.

Through continuous monitoring of your needs and portfolio, we seek to maintain an appropriate balance over time. This adds significant value, especially in a volatile market climate. Of course, no strategy, including asset allocation and rebalancing, can guarantee against loss of value or guarantee performance.

Home | About Us | The Client Experience | Services | Account View | Contact Us

© Copyright 2024, PSC Financial, LLC

All rights reserved.
Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through PSC Financial, LLC, a Registered Investment Advisor and separate entity from LPL Financial. The RIA registration does not imply approval on the merits by the Department of Commerce.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:
AZ, CA, CO, FL, IL, MI, MN, NH, NV, OH, TX, VA, WI.


Website by Bassett Creek Technologies