PHILADELPHIA, PA – August 29, 2024 – Zenith Wealth Partners (Zenith), a minority-owned, fee-only, independent RIA announced a new partnership with The Ivy Legacy Foundation to invest its operating reserves in a values-aligned portfolio.
The Ivy Legacy Foundation serves as the charitable arm of the Alpha Kappa
Alpha Sorority, Incorporated, Rho Theta Omega Chapter and is committed to
making an educational and cultural difference in the Greater Philadelphia
community.
Through this partnership, Zenith will work with The Ivy Legacy Foundation to
execute its investment policy statement and support a healthy rate of return
to fund additional scholarships for local youth. Zenith will also assist The Ivy
Legacy Foundation with educating membership about planned giving.
The Ivy Legacy Foundation chose Zenith because of its experience in portfolio management and expertise in selecting investment options that are aligned with the Foundation’s values. “Our partnership with Zenith is a key step in securing the growth and sustainability of The Ivy Legacy Foundation.
Together, we are committed to building a stronger future and continuing our
legacy of service and empowerment.” says Tracey McLaughlin, President of
The Ivy Legacy Foundation.
To learn more about Zenith’s work, https://zenithwealth.partners
To learn more about The Ivy Legacy Foundation and make a donation, visit:
/www.ivylegacy.org/
About Zenith Wealth Partners
Zenith Wealth Partners is a fee-only, fiduciary investment management and
financial planning firm overseeing $100 million in assets under management.
Zenith Wealth Partners is on a mission to combat racial, age-based, and
gender wealth inequality, making financial planning and wealth
management accessible to all by delivering comprehensive, high-quality, and
accessible advice to individuals and organizations. Zenith Wealth Partners
anchors its work in genuinely understanding the needs and values of each
client and offering tailored solutions to help them reach their desired
financial goals.
Learn more at https://zenithwealth.partners/
About The Ivy Legacy Foundation
The Ivy Legacy Foundation is a 501(c)(3) organization and is a charitable entity committed to making an educational and cultural difference in the Greater Philadelphia community. The mission of The Ivy Legacy Foundation is to financially support key initiatives including Educational Enrichment, Health Promotion, Family Strengthening, Environmental Ownership, and Global Impact. The foundation of these programs is mentoring for middle and high school age children and distributing scholarship dollars to college-bound students. Since its founding, The Ivy Legacy Foundation has funded more than $600,000 in scholarships and community programs in Philadelphia.
Learn more and make a donation at www.ivylegacy.org
All written content is for information purposes only. Opinions expressed herein are solely those of Zenith, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.