Non-Profit

Whitcomb & Hess Advisors offer investment management and consulting for non-profit endowment accounts. As independent advisors we specialize in finding the specific asset allocation to maximize the investment goals of the organization. We are willing to create an effective investment plan as unique as your organization.

Whitcomb & Hess Investment Advisors use independent research to select investments based on each organizations needs. We will tailor your plan to meet the investment policy that has been set by your organization. Unlike some advisors, we are not tied to a single fund family or a small potential array of funds. We seek out the best possible funds to help our clients reach their goals.

Call or email , or today and schedule a free consultation so that we can assess and help you meet your financial needs. (419)289-7007.