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Mark Allen, CEO
Our approach to client relationships is what has made Minis & Company a trusted wealth management and investment partner throughout the years. In this difficult market environment, our current clients and new clients seek our advice for building investment strategies and portfolios that meet their unique financial needs.

— Mark Allen, CEO

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Market Outlook

Read the latest wealth management and investment outlook from Minis & Company.

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Charitable Giving Basics

Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.

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