Trust, Endowment and Foundation Accounts

The Vision, Mission, Values and Investment Policy Statement of our Trust, Endowment and Foundation Clients are the focus for our relationship. The objectives that you establish including income, duration, and specific grants are priority, and the basis of our Investment decisions.

Our Investment model is income and long term oriented with primarily Investment grade positions. Our model is diversified and structured to include all sectors of the economy, with worldwide dimensions.

Araglan Capital Management has been providing investment advice for more than 35 Years and has been named a Five Star Wealth Manager in 2013, 2018, and 2019.

The Araglan Capital Management Difference

Being a team of goal-driven professionals, we strive to achieve each client’s unique financial objectives and help them take hold of their resources properly.