Wealth Advisory Group

Services for Charitable Organizations

We bring the same detailed, knowledgeable approach to charitable organizations, foundations and not-for-profits. Our advisors are experienced in designing plans that can help you reach your goals, build a lasting legacy and communicate with your constituencies.

Our services include:

  • Investment policy development
  • Disciplined investment management
  • Performance measurement
  • Grant administration
  • Trustee and agent services
  • Planned giving support
  • Timely reporting and communication

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured and may involve risk, including possible loss of principal.

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