Our firm strives to be connected to the local community through the delivery of our professional services and personal commitments of time, treasure and talent. We are dedicated to serving our community and strive to make a positive impact.

Through our investment consulting services, we serve many non-profit clients and take pride in helping each achieve their mission. On a personal level, we encourage Associates to connect with the community by donating time and money to charities and causes that they value.

In fact, Louisville Business First acknowledged our efforts by awarding the firm their annual Corporate Philanthropist Award* in the small business category in 2022 and 2024.

Below are a few of the many charitable organizations our firm and Associates are pleased to support: 

*The award recognizes 30 local companies for their cash contributions to nonprofits and is limited to companies in the Louisville metropolitan statistical area of Jefferson, Bullitt, Henry, Meade, Nelson, Oldham, Shelby, Spencer and Trimble counties in Kentucky and Clark, Floyd, Harrison and Washington counties in Indiana. Companies are organized in categories by their annual revenues — small companies with less than $10 million in revenue; medium with $10 million to $49.9 million; and large with revenue greater than $50 million. The revenue category is for the local area. The 2024 award is based on the time period 1/1/2023 – 12/31/2024. The 2022 award is based on the time period from 1/1/2021 – 12/31/2021. The list may include nonprofit organizations that are the philanthropic arms of companies. Other nonprofits or government entities are not included. The companies included pay no fee to be considered for the award.