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Foundation Source / About Us / Strategic Alliances

Working In Concert

Here are a few of the national firms we work closely with on an ongoing basis. We also work with hundreds of regional firms, and we are pleased to work directly with any advisor who seeks to provide his or her clients with high caliber private foundation services.

  • Morgan Stanley

    Morgan Stanley, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.

    Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services.

  • UBS

    Headquartered in Zurich and Basel, Switzerland, UBS is a global firm providing financial services to private, corporate and institutional clients.

    UBS’s Wealth Management Americas unit provides advice-based relationships through its financial advisors who deliver a fully integrated set of products and services specifically designed to address the needs of high-net-worth and ultra high-net-worth individuals and families.

  • Atlantic Trust

    Atlantic Trust is a boutique advisory firm focused exclusively on serving a select group of wealthy individuals, families, foundations and endowments.

    The company has a national footprint in the U.S., with teams of wealth management professionals in 11 major cities. Atlantic Trust is a wholly owned subsidiary of Invesco Ltd., one of the world's largest publicly-traded companies focused exclusively on investment management.

  • Fidelity

    Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $3.4 trillion, including managed assets of $1.5 trillion, as of Dec. 31, 2011.

    Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.

  • Clark Nuber

    Clark Nuber employs nearly 160 people with the expertise to provide commercial business owners, and leaders in not-for-profit organizations, as well as high-net-worth individuals, with a wide variety of services.

    These services include financial statement audits, federal, state, and international tax planning and compliance, CFO/Controller/accounting services, and specialty audits including employee benefit plans and government grants.

  • TD AMERITRADE

    TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based, independent Registered Investment Advisors and their clients.

    Their advanced technology platform, coupled with personal support from their dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients.

  • First Western

    First Western is a private bank for the western wealth management client with offices in Colorado and Arizona.

    They provide integrated wealth management solutions on a private banking platform by creating customized solutions in the areas of private banking, personal trust, investment management and wealth planning. First Western was honored as #382 on Inc. Magazine's Inc. 500 list of fastest growing private companies.

  • Harris myCFO

    Harris myCFO has a dedicated focus on ultra high net worth individuals and families.

    It offers its clients an integrated family office solution utilizing services that include investment advisory, income tax planning and compliance, estate planning services, philanthropic advisory, insurance evaluation, financial reporting and expense management. Harris myCFO is a member of the Harris family of wealth management services.

  • The International Association of Advisors in Philanthropy

    The International Association of Advisors in Philanthropy (AiP) is a forum of professional advisors who are devoted to mastering and promoting the practices of client-centered philanthropic planning.

    These independent advisors are each committed to providing their high-net-worth clients with the most comprehensive, current, and accessible philanthropic services available.

  • Allen Trust Company

    Founded in 2001 by Stuart B. Allen, Allen Trust Company is the only locally owned and operated trust company in Oregon.

    Allen Capital Management is a registered investment advisor. With combined assets under management of $100 million, the two companies provide personalized trust and comprehensive investment management services for individuals, families, and charitable organizations. Allen Trust and Allen Capital Management share staff and resources from their offices in Portland and southwest Washington state.

  • Badgley, Phelps and Bell

    Founded in 1966, Badgley, Phelps and Bell (BP&B) is one of the oldest and most respected independent registered investment advisory firms in the Pacific Northwest.

    For generations, corporations, foundations, high-net worth individuals and families have chosen BP&B for the combined qualities that distinguish BP&B from other investment advisors – independence, trust and performance. Located in Seattle, Washington, BP&B’s team of experienced professionals manages approximately $1.6 billion, offering customized, long-term investment strategies utilizing a highly structured approach to equity and fixed income portfolio management.

  • Wilmington Trust Corporation

    Wilmington Trust Corporation is a financial services holding company that provides Regional Banking services throughout the mid-Atlantic region, Wealth Advisory Services for high net-worth clients in 36 countries, and Corporate Client Services for institutional clients in 88 countries.

    Its wholly owned bank subsidiary, Wilmington Trust Company, which was founded in 1903, is one of the largest personal trust providers in the United States and the leading retail and commercial bank in Delaware. Wilmington Trust Corporation and its affiliates have offices in Arizona, California, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, Pennsylvania, South Carolina, Vermont, the Cayman Islands, the Channel Islands, London, Dublin, Frankfurt, Luxembourg, and Amsterdam.

  • Highmount Capital LLC

    Highmount Capital LLC is an independent registered investment advisor, fully owned and operated by its employees.

    Founded in 2002, the firm provides tailored wealth management services in traditional and alternative investment to families and private clients. Highmount Capital offers financial management combined with family governance and financial education to ensure long-term success. The group is founded on the premise that an independent firm with accessible senior professionals is the best vehicle to deliver the highest quality service and performance. Highmount Capital LLC has $1.3 billion in client assets under management, with offices in New York, Boston, and Amsterdam.

  • National Advisors Trust

    National Advisors Trust, FSB sets the standard of excellence in trust and custodial services.

    The company’s mission is clear: To support trusted advisors and their clients with independent, objective trust and custodial services. National Advisors Trust provides first-class trust and custodial services with professional attention delivered at favorable costs. With its strong and growing asset base, the company is one of the largest independent trust companies in the nation.

  • Waller Financial Planning Group

    Waller Financial Planning Group provides advisory services to clients throughout the country with offices in Ohio and Florida, employing a team of financial specialists who are dedicated to each client’s financial success.

    Waller Financial Planning Group is a Registered Investment Advisor. Securities are offered through LPL Financial. Member FINRA/SIPC.

  • Milestone Group

    The Milestone Group is a vertically integrated investment and management company with more than $2.5 billion of multifamily assets currently under management, representing in excess of 40,000 multifamily units.

    Their corporate offices are located in New York City and Dallas, and the company maintains eight regional acquisition and management offices across the United States.

  • Bremer Financial Corporation

    Bremer Financial Corporation is a privately held, $7.8 billion regional financial services company jointly owned by its employees and the Otto Bremer Foundation (OBF).

    Founded in 1943 and headquartered in St. Paul, Minnesota, Bremer provides a comprehensive range of banking, investment, trust and insurance services to more than 100 locations in Minnesota, North Dakota and Wisconsin. OBF uses its share of dividends to distribute charitable grants to Bremer Bank communities. In 2008, Bremer gave more than $30 million in charitable donations across its community network, and employees donated nearly 93,000 volunteer hours.

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