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Foundation Advisory Services

Voorman Investment Counsel works with the fiduciaries of organizations to help them better benefit the cause they care about and are loyal to.


Voorman Investment Counsel will:

  • Develop, refine and update Investment Policy Statement

  • Partner as 3(21) fiduciary to assist investment committee in selecting and monitoring foundation investments

  • Consult with committees to find solutions for account operation

  • Work closely with organization's finance committee to assist in disbursement and intake of funds

Volunteers
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