Philantropic Solutions

At Cordros Asset Management, our advisory services go far beyond helping clients and their families just manage financial assets. Our philanthropy solutions engage, educate and support our clients and their families in their personal giving journey.

It can be a daunting task for clients to draw up a plan for their philanthropic goals and what it means to them and their families. We offer advisory solutions on developing a vision, identifying causes to consider, achieving the right balance between giving and investing conduits for OUR clients’ altruistic objectives.