How does the advisor help clients – Key Takeaways:
The Community Foundation for Greater New Haven, Inc. acts as a financial expert, providing services such as financial planning, investment management, and wealth management for individuals and organizations in the greater New Haven area. Their team of advisors work to understand each client’s unique financial goals and create a customized plan to help them achieve their objectives.
Facts and Insights
The Community Foundation for Greater New Haven, Inc. has been in business for over 90 years and has assets under management totaling over $500 million. They have a team of 20 financial advisors who are dedicated to providing personalized and comprehensive financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | Over 90 years |
Financial Services Offered
The Community Foundation for Greater New Haven, Inc. offers a range of financial services to their clients, including:
- Financial Planning
- Investment Management
- Wealth Management
- Estate Planning
- Tax Planning
Client Types
The Community Foundation for Greater New Haven, Inc. works with a variety of clients, including:
- Individuals and families
- Small business owners
- Non-profit organizations
- Retirees
- High net worth individuals
Fees & Compensation
The Community Foundation for Greater New Haven, Inc. operates on a fee-based model, meaning they charge a fee for the services they provide rather than earning commission on financial products. This ensures that their advisors are always acting in the best interest of their clients and not trying to sell them products for their own financial gain.
Background
The Community Foundation for Greater New Haven, Inc. was founded in 1928 with the mission to inspire and enable philanthropy to create a vital and prosperous community where all people thrive. They have a team of highly experienced and knowledgeable financial advisors who are committed to helping their clients achieve financial success and make a positive impact in their community.
Financial Advisor Disclosures to Know
The Community Foundation for Greater New Haven, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). They are bound by fiduciary duty, meaning they are legally obligated to act in the best interest of their clients. This ensures that clients can trust that their advisors are always working in their best interest and not influenced by outside factors.