THE INVESTMENT AND PHILANTHROPY CORPORATION

Overview

The Investment And Philanthropy Corporation operates as a corporation focused on providing portfolio management services to both individual and institutional clients. The firm emphasizes a personalized approach to investment management, catering to the specific needs of families and businesses. While it does not actively engage in ESG investing, it has established a reputation for its commitment to managing assets in a thoughtful and strategic manner. The firm’s advisory activities include portfolio management tailored for individuals and small businesses, as well as for larger institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices