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The professional
advisor plays a singularly important role in helping the client create
and realize a personal philanthropic vision.
AEF has investment accounts with over a hundred institutions throughout the country, including:
- A.G. Edwards
- Edward Jones
- American Funds
- Bank of America
- Cambridge Investment Research
- Commerce Trust Co.
- Fidelity Investments Donor Advised Funds
- Goldman Sachs
- Financial Network Investment Corp
- Hartford
- Lehman Brothers
- Lincoln Financial
- Lockwood
- LPL Financial Services
- Manning & Napier
- Merrill Lynch
- Morgan Stanley
- Piper Jaffrey
- Raymond James
- RBC Dain Rauscher
- Schwab Donor Advised Funds
- SEI Investments
- Smith Barney
- TD Ameritrade
- Thomas Weisel Partners
- UBS Financial
- Vanguard Donor Advised Funds
- Wachovia Securities
- Wells Fargo Investments
- William Blair & Co.
Whether you
have an experienced philanthropic component to your practice or you want
to begin offering services, AEF can fulfill your needs. Advisors and donors
work directly with AEF principals.
AEF
provides the capability for professional advisors to customize philanthropic solutions:
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An
ability to involve the financial advisor in charitable asset management.
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An
independent platform for greater investment flexibility - for donors
who might want or need more sophisticated investment options.
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An independent
conflict-free environment that does not market directly to your
clients.
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An
ability to accept a wide array of illiquid assets, for example;
restricted stock, closely held stock, real estate, etc.
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An
ability to customize a philanthropic solution to meet the needs
of high-net-worth individuals and families.
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An
established reputation for quality service and integrity in all aspects
of our service. |
All
the resources
your business needs
All online.
Take advantage
of our Professional Advisor Portal
for Tips tools and resources.
 or 
Need
help?
Give us a call. If we don’t know the answer to your question, we
can probably point you in the right direction. Contact us
at 1-888-440-4233 |
