CRD: 118178
THE Investment AND Philanthropy Corporation
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2001
- Office Locations
- 2
Office Locations
About THE Investment AND Philanthropy Corporation
Since 2002, The Investment and Philanthropy Corporation has designed and managed long-term investment programs and portfolios, integrating investment guidance with tax, retirement, and estate planning. Portfolios are implemented primarily with ETFs (and mutual funds) and monitored for inflation and distribution needs. President Joe Caldwell, CFA (D.Min.) brings a distinctive ministry-to-investment background. Custody includes Charles Schwab.
Team overview
Insights
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Owner & Executives
JOE DILDY CALDWELL
Investment Advisor, President, Senior Vice President
- CRD
- #4938868
- Ownership
- 75% or more
Bill Long
Director
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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