Institutional Service



Managing money for an endowment or foundation is a privilege and responsibility. Whatever the cause, Middleton Advisory can act as an investment advisor to guide board members through the ups and downs of the market.


Investment Management

Planning an investment strategy for institutional clients requires careful consideration of the goals and risk tolerance of the organization. Selecting the right mix of securities to accomplish this requires expertise and experience.


Planning For The Future

Foundations and endowments often have time horizons that last far beyond the lives of those who started the organization. Middleton Advisory can help board members to understand the likelihood of assets lasting into the future, based on investment risk and spending plans.


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Middleton Advisory LLC is a Maryland Registered Investment Advisor. No part of this page is meant as tax or legal advice.
Investments which are not FDIC insured involve the risk of losing principle.