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Overseeing long-term financial assets for long-term success.

Learn About Our Office.
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Funding CWRU

Endowments support scholarships, professorships, research, facilities and more. 

See How Endowments Fund CWRU
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Investing in Retirement

We manage pension assets and retirement savings programs to help CWRU employees prepare financially for retirement.

More Retirement Information
We gladly accept gifts of stocks, bonds, mutual funds and more.

Donate to CWRU with Marketable Securities

We gladly accept gifts of stocks, bonds, mutual funds and more. 
 

Learn About Giving