Foundation Services Group is dedicated to the enhancement of the nonprofit sector through Investment Management Consulting to Foundations and Endowments. Established in 1997, the Foundation Services Group based in Newport Beach, California a division of TriSummit Investment Advisors, a Registered Investment Adviser. Securities offered through LPL Financial. Member NASD/SIPC

The blend of Financial Consulting, Certified Investment Management Analyst, Certified Investment Management Consulting, Graduate Estate Planning Consulting, Certified Senior Advisor, and Planned Giving backgrounds, as well as the significant 501(c)(3) experience creates a unique ability to assist nonprofit organizations.

Through our Investment Management Consulting process, we offer prudent and reliable investment strategies designed to reflect the values, mission statement, and goals of your organization.

Our goal is to advise organizations in making informed decisions appropriate for achieving their financial objectives. The value added by working with the Foundation Services Group includes:

• Mission Statement and Investment Policy Development
• Investment Management Search and Review
• Charitable Estate Planning
• Planned Giving Strategy and Marketing
  
  

Through the Investment Management Consulting process, Foundation Services Group specializes in investment manager searches and performance analysis. We assist clients in translating mission statements into policy statements. Charitable Estate Planning and Planned Giving presentations are provided upon client request. Our group also offers customized Socially Responsive Investment screening.

Terri Millson, CIMA, CIMC
President, LPL Investment Consultant

• Investment Management Consulting experience since 1986
• Co-founder and President of TriSummit Financial, 2002
• Owner Registered Investment Advisory Firm, 2003
• Institute of Certified Investment Management Consultants member
• Certified Investment Management Analyst (CIMA)
  Wharton School of Business, University of Pennsylvania, October, 2005
• Certified Investment Management Consultant (CIMC)
• Series 7, 24, 63, and 65 licenses held with LPL Financial
• CA Insurance # OA15829, Terri Grassmuck Millson, Domicile State and Principal Place of Business: California.
• At-Large Board of Director for University of Michigan
  Alumni Association of Orange County(UMOC)
• Former President and Board Member of the Planned Giving Roundtable of Orange County
• Former Chairman of the Orange County Leave a Legacy Campaign
• Former Planned Giving Committee Chairman, Ocean Institute, Dana Point, CA
• Member of the Professional Advisory Committee for Concordia University, Irvine, CA
• Former Vice President of Income Development for the American Cancer Society,
  Newport-Mesa Division
• Former to St. Jude Hospital, Fullerton, CA Professional Advisory Committee member.
• Guest speaker at Western Regional Planned Giving Conference, Network of California Community College Foundations, California Association of Nonprofit Annual and Financial Management Conferences and Workshops, Orange County Planned Giving Roundtable Primers and Featured Speaker
• B. S. University of Michigan, Ann Arbor, 1981 with High Honors

Ray Dicius, CSA, GEPC
LPL Branch Manager

• Financial Consulting experience since 1997
• Co-founder and Branch Manager of TriSummit Financial, 2002
• Owner Registered Investment Advisory Firm, 2003
• Certified Senior Advisor (CSA)
• Graduate Estate Planning Consultant (GEPC)
• National Institute for Estate Planners Fellowship
• Series 7, 24, 63, and 65 licenses held with LPL Financial
• CA Insurance # OC03037, Raymond Anthony Dicius, Domicile State and Principal Place of Business: California.
• Former Charitable Organization Executive Director in the Education 501(c)(3) sector
• Management and grant writing/administration experience
• Tax-exempt fiduciary background with responsibility for all aspects of nonprofit fiscal management
• Guest speaker at Western Regional Planned Giving Conference, Network of California Community College Foundations, California Association of Nonprofit Annual and Financial Management Conferences and Workshops, Orange County Planned Giving Roundtable Primers
• B. S. University of Utah, Salt Lake City, 1983

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