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Investments
At AEF, we
offer flexible investment options to help each donor meet his or her unique
philanthropic objectives.
- Investments: Your Fund may invest in a broad range of securities, including stocks,
bonds, and mutual funds. Contributed assets can also be held in-kind.
- Investment Management: AEF gives donors the ability to maintain a relationship with an existing
financial advisor. The recommended advisor can provide the Fund an investment
approach that is balanced and customized.
- Separately
Managed Accounts: At AEF, each Fund is segregated and separately managed. AEF does not
pool or commingle investments.
- Customization.
You and your advisor can recommend a tailored investment program for
your Donor Advised Fund.
- Transparency.
At AEF, you know which securities are held in your Fund's portfolio.
- Custody
Flexibility: You or your advisor can recommend where investments
are custodied.
For more
information contact Phil Tobin, President, at 1-888-440-4233
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