Institutional Consulting

 

Institutional Consulting

As the one tasked with the investment and fiduciary responsibilities of your organization, you seek a knowledgeable partner with deep resources and a disciplined service model. Our team is experienced in advising nonprofits, endowments, foundations and defined benefit and contribution plans. Our team has supported institutions and fiduciaries in the delivery of all aspects of investment and fiduciary consulting – from strategy development and investment research to customized performance reporting and oversight.

We begin by working with you to develop (or review) an Investment Policy Statement (IPS). The purpose of the statement is to bring continuity to the decision-making process even when committee members and fiduciaries change. To pursue your objectives for careful growth and asset preservation, we take a conservative investment approach. Our service also includes cash flow and risk management, asset allocation guidance, investment search and selection assistance, performance reporting, analysis and due diligence, and education for fiduciaries.

Finally, we collaborate with your directors, board members and other professional advisors such as trustees, attorneys, CPAs and insurance professionals.