Foundation

Foundations looking for assistance in aligning their investment policies, portfolios and performance with their mission and values can consult with Sulieman Neal Sullivan Investment Advisory Services using two different approaches:

1. A one-time consultation: This two hour consultation is designed for investors who have a specific issue and need a limited amount of time to understand how to apply our approach.
2. An ongoing relationship via retainer: This is a traditional client relationship that is renewed for 25 week periods by mutual agreement.

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