The professionals at Wilde Capital Management have experience serving both donors and charities in structuring investments that support and amplify a philanthropic mission. Services include portfolio management for foundations, endowments, and public charities, as well as for individuals and family offices that have assets set aside to fund charitable activities. In particular WCM has a specialty in sustainable and responsible investing as well as investing for impact, building portfolios which align the environmental, social, governance and impact attributes of the portfolio with charitable intent.
For clients interested in establishing a long-term legacy of giving, but do not want the complexity of a family foundation, we offer the WCM Charitable Fund. Follow the link for more information on how the Fund can be used to support short and long term giving objectives, bring families together across generations, and create a living legacy expressing the generosity of our donor clients.