Throughout our history, endowments and foundations have turned to TNB Financial Services to achieve their financial goals while managing an investment portfolio consistent with their mission.

Local · Personal · Flexible

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Endowments & Foundations

We have experience responding to a broad range of investment objectives and service requirements for private and public endowments and foundations and offer expertise in creating investment policy statements oriented around their unique objectives and circumstances.

Our investment approach is one of a long-term mindset. We believe that compounding earnings growth, multiple expansion, and return of capital occur over years, not days. There is no shortcut to building lasting wealth. We acquire high-quality businesses at the right price with the intent of being an owner for the long term. This time-tested approach helps us avoid the emotional pitfalls of investing and puts our clients in a position to benefit from compounding returns over time.

OUR TEAM

Unmatched personal attention is our hallmark. We make you a part of the process at every stage.

Meet Our Associates