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Garcia Wealth Management Group.Garcia Wealth Management Group.
  • Home
  • Our Firm
    • About Us
    • Our Philosophy
    • The Value of Independence
    • Our Team
    • Community Outreach
  • Services
    • Financial Planning
    • Employer Sponsored Plans
    • Endowments
  • Insights
    • Wealth Management Library
    • Market Commentary
    • Employer Sponsored Retirement Plan Library
  • Security
  • Contact
    • Contact Us
    • Careers

Endowment Funds

We have years of experience working with and managing numerous endowment funds for local non-profit organizations. Efficient management for endowment funds is extremely important in helping maintain the sustainability of an organization. We strongly believe in the value endowment funds have in helping an organization flourish, which is why we are passionate about managing these funds.

Endowment funds are typically managed by a board of directors who often feel overwhelmed and don’t know the first thing about managing the money that has been set aside for their particular organization. Our goal is to relieve our clients of this intimidating task, so the focus can remain on the operational needs of the organization and continued growth.

© 2021 · Garcia Wealth Management Group  ·  A Registered Investment Advisor.

Garcia Wealth Management Group Inc, is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Garcia Wealth Management Group throughout this website has provided links to various other websites. While Garcia Wealth Management Group believes this information to be current and valuable to its clients, Garcia Wealth Management Group provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.

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