Stewards of the Community

We believe investing in people means giving back to the broader community.

The following efforts help us pay our success forward and give our teams a platform to connect to the community:

Community Sponsorship

We sponsor and participate in a variety of events that help us engage with the community while doing good. Past events have included:

Community Roundtable

Each year, we host a Roundtable Dinner with a group of multidisciplinary thought leaders, to get a grassroots perspective on a themed macroeconomic challenge. Attendees are invited to share ideas, ask questions and engage in conversation with people outside their day-to-day work.

Nonprofit Contributions

We give a material portion of our fee back to all Endowment Fund clients, to contribute to the organization’s nonprofit efforts.

We also provide financial support to various healthcare, education, and nonprofit support organizations that ensure a healthy future for our communities and children.

Local Community Support

We serve as volunteer Advisors on the boards of community organizations such as Tampa Bay History Center, St. Mary’s Episcopal Day School, AMIkids, and Ryan Nece Foundation, among others.

We also invest in season ticket packages that encourage our clients and employees to support Tampa Bay sports.

Learn more about our commitment to the community and how you can support our efforts.