Wealthspire - TANGO Partner

Wealthspire Advisors logo

Partner Services: Investment Management & Financial Services

Weathspire Advisors serves the investment management needs of endowments, foundations and charitable organizations by drawing on our broad wealth planning and management experience, robust technology platform and research resources. As a fiduciary, our independent investment management approach allows us to act solely in the best interest of your organization to deliver unbiased, objective financial solutions.

As a nonprofit organization, your endowment has a unique mission and is committed to serving the community for years to come. At Wealthspire Advisors, we know how to help our organization with the stewardship of your financial resources. You can rely on the unbiased guidance from our independent investment management approach, which allows us to act solely in the best interests of your organization to serve as your long term financial partner.

*Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and Private Ocean, LLC, separate registered investment advisers and subsidiary companies of NFP Corp. Wealthspire Advisors and TANGO have entered into an agreement pursuant to which Wealthspire Advisors pays an annual fee and TANGO promotes Wealthspire Advisors as a preferred service provider for TANGO Members. TANGO is not a current client of Wealthspire Advisors. The compensation paid by Wealthspire Advisors creates an incentive for TANGO to recommend Wealthspire Advisors, which creates a material conflict of interest. ©2023 Wealthspire Advisors.

TANGO Region Served:
Nationwide

Key Services

• Investment Management
• Financial Services

Special Savings for TANGO Members

  • In-depth initial client consultations, free of charge
  • Negotiated, competitive fee arrangements
  • Thorough analysis or development of your organization’s investment charter, policy statement and spending policy, setting the foundation for underlying asset allocation
  • Ongoing investment monitoring against performance standards with detailed reporting capabilities

Membership is complimentary to all Nonprofit organizations thanks to the generosity of our corporate partners.

With over 1,500 nonprofit organizations throughout New England, TANGO has become a powerful community helping nonprofit organizations reach their mission.

Join Today

Location

Connecticut

135 South Road
Farmington, CT 06032

877-708-2646

Powered by
Join Today