financial and fiduciary guidance for institutions
We understand that each of the retirement plans and foundations we serve face their own set of challenges. However, each seeks a trusted partner to help them manage their fiduciary duties and meet their goals, in alignment with the mission of the organization they serve.
Our team works proactively to anticipate and address those needs, and provide the appropriate counsel from a full spectrum of investment consulting services. Our disciplined investment consulting team guides institutions through each phase of the investment process – from strategy review, development and implementation to oversight and documentation. Using a prudent management approach, our team seeks to enhance your organization and its mission, providing reliable support where it’s needed most.
Who We Serve
We support a diverse range of clients managing wealth at the institutional level, including endowments, universities, corporations, nonprofits, family offices, money managers, governments and municipalities, among others. With this range of clients comes an even greater range of needs, and our team offers the agility, expertise and breadth of resources necessary to address them all.
Our team provides customized financial guidance, designing and implementing strategies that are tailored to the specific needs of your institution. We offer critical support at each point in the investment process, and help clients to clarify their objectives and projected milestones for the near and distant future. When selecting investments, we utilize our network and resources to conduct thorough research to identify the opportunities that complement your institution’s profile and align with your target goals and tolerance level.
Our support is ongoing, and we are disciplined in the monitoring and oversight of our clients’ investment plans. We not only help you ensure your plan adheres to fiduciary standards and regulations, but also that it continually serves your institution’s needs and goals over time.
We provide the vast range of services and resources required to help you meet your fiduciary obligations. They include:
- Investment Policy Statements
- Investment strategy review and development
- Investment search and selection assistance
- Asset allocation guidance
- Plan monitoring and performance reporting
- Fiduciary process guidance and education
All investments are subject to risk, including loss. Asset allocation and diversification do not ensure a profit or protect against a loss. There is no assurance that any investment strategy will be successful. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV (Part 2A) as well as the client agreement.