John C. Williams

Helping foundations fulfill their worthy missions

Foundations count on us for insightful investment guidance so they can continue to focus on their purposeful missions. We help them have a well-defined plan, beginning with an Investment Policy Statement designed to bring continuity to the decision-making.

We employ an investment approach to pursue their objectives for careful growth and asset preservation and offer guidance on other important matters, such as cash flow management, risk management and tax liability. We’ll often collaborate with their directors, board members and other professional advisors such as trustees, attorneys and CPAs.

We take tremendous pride in our firm’s industry-recognized expertise, prudent management approach and proven track record of seamless investment delivery. For more than 40 years, Raymond James has proactively helped our institutional clients meet their financial goals and fiduciary obligations.

We offer a customized Client Service Plan, which is a unique monitoring tool that serves to summarize performance report information relative to your defined monitoring criteria. This tool also serves to document your stewardship and enables more effective and efficient decision-making.

No matter your needs, we can work with you to develop a consulting solution tailored to the needs of your organization, including the development of investment objectives and a written Investment Policy Statement.


Primary services offered
by our veteran
institutional consulting
team include:

Investment policy review and development

Asset allocation guidance

Investment search and selection assistance

Performance reporting

Research and due diligence

Services and education for fiduciaries

Introduce usto your friends and family Learn More
Business Owners Helping you capitalize on your business success Learn More
Corporate executives Providing financial guidance for your successful career Learn More
Retirees Helping you
generate income
for retirement
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Foundations Helping you meet your organizational objectives Learn More


75 Executive Drive // Suite A // Carmel, IN 46032 // Phone: 317.564.9605 // Toll-Free: 855.564.9605 // Fax: 317.564.8810

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Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Executive Financial Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
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