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8. Institutional Investing
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The experts at Evergreen Wealth Solutions have deep knowledge and experience handling investing for institutions and not-for-profit organizations. Listen as we discuss three key areas - governance, portfolio management, and stakeholder engagement - that guide ourselves and our clients to meet their investment objectives.
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If you have questions about investing for institutions and not-for-profit organizations, we'd love to hear from you! Email kate@egwealth.com with your questions.
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