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Professional Institutional Investing You Can Trust

Do you need management services for your trust or endowment? At Loza, Beck & Associates, our experienced financial professionals can assist with administration and strategic institutional investing. This frees you and your organization to focus on reaping the benefits, while we handle the hard work behind the scenes.

Why You Need Professional Institutional Investors

There is a lot riding on how well a trust or endowment performs at an organization. It could determine the longevity of the organization or whether it can continue to support its cause, such as educating the next generation of lawyers, doctors and scientists. This leaves very little room — if any — for costly errors.

Hiring professionals for the job decreases the risk of poor management or of someone not taking their fiduciary duty seriously. Involving a third party in the management process can also reduce the possibility of fraud.

Why You Should Choose Loza, Beck & Associates

Our financial professionals hail from various regions in America and bring decades of experience to the table. In fact, Thomas Loza began his financial career in the middle of the 2008 financial crisis. This has provided us with experience in managing volatile markets and helping clients navigate big economic downturns.

Are you ready to hire a professional team to handle the institutional investing at your organization? Find out what we can do for you.

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Waddell & Reed has no affiliation to CalSavers. 

(04/21)