American Endowment Foundation
Homepage http://www.aefonline.org
LinkedIn Profile https://linkedin.com/company/ameri***ment-foun***
HQ Location
United States , Ohio, Hudson1521 Georgetown Rd Hudson, Ohio 44236 United States
American Endowment Foundation (AEF) is the nation’s leading independent donor advised fund sponsor. Founded in 1993, AEF works closely with its donors and their wealth, legal, and tax advisors, uniquely allowing the donor's trusted financial advisor to custody/manage the assets in their clients' donor advised fund on that advisor's preferred custodial platform.
> Experience: Founded in 1993, AEF has over $1 billion in assets and 3,200 clients in all 50 states
> Independence: Advisors can custody & manage investments at all asset levels
> Flexibility: AEF accepts and can hold complex assets
> Attention: Personalized, concierge service
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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