As a leader within an institution, your organization has a mission that requires your full commitment along with a corporate desire for stability and guidance. We understand your responsibilities and can provide you with resources and tools to ensure your organization has a foundation that can support its intended course.
We take a decidedly conservative investment approach in order to pursue careful growth and asset preservation objectives. We also address other important needs, such as cash flow management, risk management, tax liability, asset allocation guidance, investment search and selection assistance, performance reporting, analysis and due diligence, and services and education for fiduciaries. Our team collaborates with directors, board members and other professional advisors such as trustees, attorneys and CPAs to monitor expenses and adhere to a fiduciary standard of care.
From managing assets and bank reserves to providing corporations and foundations access to capital, we have all the services and support you need in one place. Our holistic approach to institutional consulting takes into account all facets of your organization’s goals, needs and financial health to develop customized, efficient strategies.