CRT/CGA Investment Management

Our investment management solutions focus on managing the
investments for charitable gift annuities and charitable remainder
trusts with a concentration on relatively smaller accounts.




Our team combines more than two decades of investment
management experience with 15 years of non-profit management
experience resulting in the most unique investment management
solution for charities currently available.

Our CGA investment asset allocations are based on our patent-
pending Life Income Risk Management Analytics Suite (LIRMAS™).

Our use of the LIRMAS™ process allows us to develop the asset
allocation with the greatest probability of achieving a target Minimal
Essential Total Return (METR) for the life of the CGA or CRT.

We utilize our proprietary life-income mortality database to determine
more accurate life expectancies.