The Investment And Philanthropy Corporation

Overview

The Investment And Philanthropy Corporation is an independent registered investment advisor organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional and business clients, providing advisory services on a percentage-of-AUM fee basis. Its documented advisory activities focus on portfolio management for individuals and small businesses and on portfolio management for businesses or institutional clients. The firm is not designated as a capital allocator and does not describe itself as an active ESG investor. It is not registered as a multi-state adviser, not newly formed, and does not list pension consulting or related-adviser roles on its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives