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RESOURCE DIRECTORY
Financial/Investment Services

Citizens for NYC

Citizens for NYC

Shamik Bernard
305 7th Avenue (between 27th/28th), 15th Floor
New York, NY 10001-6008
Tel: 212-989-0909, extension 583
Fax: 212-989-0983
E-mail: info@citizensnyc.org
Web: www.citizensnyc.org

Citizens for New York City has one-, two-, and three-person offices and one-person cubicles. Partially furnished, security, telephone, copier and networking facilities available. Month-to-month rental acceptable. Cubicles range from $235 to $283 per month; office range from $495 - $790 per month; one very large office is available for $1750 per month. Call Shamik Bernard at 212-989-0909, extension 583 or e-mail sbernard@citizensnyc.org


Floyd Green Financial Services, Inc.

Floyd Green, Jr., CPA, CFA, MBA, CMA
PO Box 48351
Atlanta, GA 30362
Tel: (770) 458-0676
E-mail: Floydg99@msn.com

Serving new and established foundations, FGFS provides comprehensive financial services in the areas of 501(c)(3) Creation, Budgeting, Accounting and Investment Services. With 13 years of experience, we bring significant value to your foundation. Specific services include: (1) Forming Foundations and 501(c)(3) organizations; (2) Preparing / Filing all IRS and other government reports; (3) Budgeting for proposals and management of the organization; (4) Investment Services including asset allocation, structuring investments to meet expenditure needs and investment performance monitoring. We can literally serve as the Treasurer / CFO of your organization at a fraction of the cost. And we have a plan to fit every budget. Call now for a Free Initial Consultation.


For Sale

For Sale

AllTrust Unlimited /The Bioregional Conservancy (501c3)
P.O. Box 777
Unity, Maine 04988
Tel: (207) 568-3139
Fax: (207) 568-3139
E-mail: bcctrust@uninets.net

BOTANICAL CAMPUS AND FACILITIES of the Bioregional Conservancy of Maine. Mixed Fields, Stonewalls, Pastures, Streams, Wetlands, Ponds, Orchards, Berries, Medicinal Herbs, Floral Gardens, Mixed Hardwoods, Sugarbush, Flowering Shrubs and Softwoods. A diversified collection of maturing horticultural and arboretum heritage "library" of worldwide specimen plants and trees that grow in Zone 4 of Northern Hemisphere. Organic-Only/Animal Fertilizers in use throughout. Farm roads throughout 85 Acres. One hundred plus or minus forty-year-old cape style building with large deck entry and new Conference/Residential Facility addition with 50 phone lines and 700 Amp Service. Includes Guesthouse, large barn, and other outbuildings, and two deep wells with hotel/residential capacity plumbing infrastructure. $750K. Email bcctrust@uninets.net for information docs, or call Roger at ++ 207/5683139. International inquiries welcome.


Janet M. Buehler, Esq.

One Maynard Drive, Suite 100-63
Park Ridge, NJ 07656
Tel: (201) 307-6605
Fax: (201) 307-6606
E-mail: jbuehler@janetbuehler.com

Janet Buehler specializes in providing tax-consulting services to Not-for-Profit, Higher Education and Healthcare Organizations. She provides tax planning for a wide variety of organizations including colleges and universities, secondary schools, educational and research organizations, cultural and performing arts institutions, regional hospitals, large and small private foundations, disaster relief organizations, religious organizations, membership and trade associations, and social welfare organizations. Tax services includes obtaining and maintaining tax exemption, representation before the IRS on audit and for private letter ruling requests, Intermediate Sanctions reviews, compensation arrangements, pension reviews, joint ventures, transaction structuring, reorganizations, review of unrelated trade or business income operations, private foundations, federal information tax return disclosure issues and practical day to day tax planning. Ms Buehler is a member of the NJ Bar Association, the VA Bar Association and the American Bar Association.


Lara Group, LTD.

Lara Group, LTD.

8000 Towers Crescent Drive, Suite 160
Vienna, VA 22182
Tel: (703) 827-2300
Fax: (703) 827-2314
E-mail: information@larashullmay.com
Web: www.lara-group.com

The Lara Group is an established investment management firm specializing in U.S. Treasury Securities. Founded in 1994, the U.S. Treasury Bond Management Program has a history of average annual returns between 8 - 11%. The Lara Group offers professional investment management services for foundations, non-profits, institutional and high net-worth investors. The firm is a woman-minority held assed management organization.


Rockefeller Financial

Rockefeller Financial

Michael R. Marsh, CFM,
Senior Vice President
900 17th Street, NW, Suite 603
Washington, D.C. 20006
Tel: (202) 719-3012
E-mail: mmarsh@rockco.com
Web: www.rockefellerfinancial.com

Please contact Michael at (202) 719-3012 or mmarsh@rockco.com to discuss joining Rockefeller Financial's family of satisfied clients. Rockefeller Financial is a leading, fully integrated wealth and investment management firm providing services to a varied clientele globally (e.g., Foundations, Endowments, Nonprofits, Religious, Academic, Associations, NGOs, family offices, affluent individuals, etc.).

Successor to the John D. Rockefeller family office founded in 1882, Rockefeller Financial was incorporated in 1979 and registered with the SEC as an investment advisor in 1980. Today, Rockefeller Financial is still a private, independent company grounded by an objective advice-driven business model. Rockefeller's advantage lies in our history, innovation, integrity, and focus on obtaining the best results for our clients while putting our clients' unique requisites first. Indeed, with a client-to-employee ratio of 1 to 1.1, our "high touch" customer service is beyond compare.

At Rockefeller Financial, we view each client relationship as unique. Sometimes we provide a single service, but often we work with clients in a multifaceted and integrated relationship. We have the talent and resources available to tailor our services to your specific needs, including:

  • Wealth Management — e.g., investment planning and advice, open architecture investment solutions, integrated tax, financial planning, administration, trusts and estates services, and reporting capabilities...
  • Portfolio Management for Individuals and Institutions — e.g., portfolio management strategies, global sub-advisory, social responsible restrictions, access to institutional pricing and investment managers, and total portfolio performance measurement...
  • Information Management — e.g., Rockit Solutions, LLC, collaboration with our clients' professional advisors, quarterly meetings, and conference calls as required...


Tiber Creek Investment Management

Tiber Creek Investment Management

Mark E. Ricardo, JD, LLM, AAMS
President & Chief Investment Officer
300 North Washington Street, Suite 405
Washington, DC, 22314
Tel: (703) 740-1765
E-mail: mark@tibercreekinvestments.com
Web: www.tibercreekinvestments.com

Tiber Creek Investment Management, LLC, is a boutique, independent registered investment advisory firm that specializes in providing investment management and consulting services to small and medium sized endowments, foundations and non-profit organizations.


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