We help you serve Waco

Your purpose is constant, but your board changes year to year. Having that consistent focus, commitment, and long-range plan for the assets of your organization is our priority. Whether it's growth for tomorrow, income for today, or a project that requires special planning, we can help craft an allocation and investment target that will benefit your organization through the years.

Help fulfill your organization's purpose through providing funding for whatever task you're charged with. We can advise on unitrust models, income capacity, growth or charitable giving. Count on us for local, professional management that understands your role in the community and works as a partner to achieve your goals. We are proud to support your endeavors and help ensure that your funds further your organization's mission long after your board term has expired.