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Foundation Source is the nation`s largest provider of comprehensive support services for private foundations. Our complete outsourced solution includes foundation creation (as needed), administrative support, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools. Now in our third decade, Foundation Source provides its services to more than 1,700 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.
Research Affiliates is committed to be the preeminent source of insights and products that transform the global investment community for the benefit of investors. Research Affiliates, LLC is a global leader in smart beta and asset allocation strategies. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products. The firm is built on a strong research base, led by Rob Arnott and Jason Hsu. We deliver solutions in partnership with some of the world`s leading financial institutions, who offer mutual funds, ETFs, separately managed accounts, and/or commingled accounts. We also work directly with institutional clients. Research Affiliates was founded in 2002 and is based in Newport Beach, California.
R Capital Advisors is a Wayzata, MN-based company in the Financial Services sector.
Caledonian Group is a New York, NY-based company in the Financial Services sector.
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