Tag: Investments

Is a Customized Charitable Investment Strategy Right for You?

| by TSDF
AMPlify (Asset Management Partnership) allows wealth advisors to maintain management over assets while opening up their clients’ portfolios to other charitable giving and social investment opportunities
For 44 years, The San Diego Foundation has been helping hundreds of wealth advisors and donors achieve their charitable goals by opening endowment funds, donating complex assets and creating legacy gifts that leave a lasting impact in the community forever. Now, the opportunity to make a difference in San Diego just got even stronger. AMPlify... Read More »

Q3 2019 Investment Update & Trends

| by Matt Fettig, CFA
Q3 2019 Investment Update & Trends
CIO Matt Fettig provides insight into the state of the market and current investment performance. View a recording of our 2019 Q3 Investment Call, and access the presentation slides in this article.

Q2 2019 Investment Update & Trends

| by Matt Fettig, CFA
Q2 2019 Investment Update & Trends
CIO Matt Fettig provides insight into the state of the market and current investment performance. View a recording of our 2019 Q2 Investment Call, and access the presentation slides in this article.

Q3 2018 Investment Update & Trends

| by Matt Fettig, CFA
2018 Q3 Investment Performance Conference Call
CIO Matt Fettig provides insight into the state of the market and current investment performance. View a recording of our 2018 Q3 Investment Call, and access the presentation slides in this article.

Q2 2018 Investment Update & Trends

| by Matt Fettig, CFA
Q2 2018 Endowment Performance
CIO Matt Fettig provides insight into the state of the market and current investment performance. View a recording of our 2018 Q2 Investment Call, and access the presentation slides in this article.

Q1 2018 Investment Update & Trends

| by Matt Fettig, CFA
Q1 2018 Endowment Portfolio
CIO Matt Fettig provides insight into the state of the market and current investment performance. View a recording of our 2018 Q1 Investment Call, and access the presentation slides in this article.
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