USI Bertholon-Rowland, Directors and Officers Liability Insurance. ASF proudly recommends USI Bertholon-Rowland’s Directors and Officers Liability Insurance Plan to members. Follow this link to learn how members in nearly every state can receive $1 million in coverage starting at just $750 per year. Take advantage of competitive rates negotiated exclusively for ASF members and policy provisions designed to meet the needs of small foundations.

UBS Institutional Consulting, UBS Financial Services, Inc., investment consulting. Contact Marilyn Freedman at 201-352-7218 or marilyn.freedman@ubs.com. UBS Institutional Consulting has delivered specialized, comprehensive investment consulting services to institutional clients since 1984 (formerly as PRIME Asset Consulting). It combines the advantages of a "boutique" structure with the resources and depth of a major global wealth management firm. Our commitment is to combine our experience, knowledge and energy with the global resources of UBS to provide proactive advice and customized solutions to help our clients pursue their long-term objectives.

Citi Institutional Consulting, investment consulting. Citi Institutional Consulting was founded with a simple mission: to help set the industry standard in investment consulting advice for sophisticated investors.  We provide a complete range of investment consulting services following a disciplined process that helps define financial objectives, create asset allocation strategies, select the managers to implement those strategies and monitor performance and fiduciary decisions over time.   The result: clients that that are empowered to make informed investment decisions that help them meet or exceed their goals.  Call 1-800-215-9639 to request more information on how Citi Institutional Consulting can help you, your foundation and your family.