The Investment and Philanthropy Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,500,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
34
15% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
LowAverage account size
$661,765
About
The Investment and Philanthropy Corporation provides discretionary portfolio management and investment supervisory services to individuals — including high-net-worth clients — as well as fiduciary-controlled entities such as private foundations, endowments, and trusts. Its client service model includes the design and implementation of customized investment strategies and regular periodic portfolio reviews.
The firm implements broadly diversified portfolios primarily through exchange-traded funds and individual stocks, combining public economic forecasts (including Federal Open Market Committee guidance) with an internal statistical model called the PentaMarket that aggregates five broad capital markets. It generally limits trading to once per calendar quarter to reduce transaction costs and tax liabilities and sets asset-class exposure to match each client’s objectives, constraints, liquidity needs, and tax sensitivity.
Noteworthy for a firm of its size, the adviser manages roughly $24 million across a few dozen accounts with regimented ninety‑day reviews and detailed written reporting, and it discloses and advertises performance results — a practice that is uncommon among similar supported advisers. The firm also emphasizes services to fiduciary institutions, adherence to the CFA Institute Code of Ethics, and the use of Schwab Institutional custody and platform services to execute and administer client accounts.
Client services
Portfolio management
Expertise
Charitable giving & philanthropy
Passive / index investing
Real estate investing
Fee options
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Main office location
The Investment and Philanthropy Corporation
44 Anchorage Road
Sausalito CA 94965, United States
Number of offices
1
Most active in
The Investment and Philanthropy Corporation has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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