Institutional Consulting Services

Our guiding principle: We make your mission, our mission.

We understand your organization was established to solely support your unique purpose. With investing as the vehicle that helps sustain your mission, it’s important to work with the right team to help reach your organization’s goals and meet your mission as simply as possible.

That’s where we fit in.

Your organization isn’t like the others. Neither are we.

Together with the institutional team, we are committed to creating a custom investment plan aligned with your organization’s mission and goals.
- Our disciplined approach to investment management allows you to focus on meeting your mission.
- With access to institutional-class managers and an independent due diligence process and research, we provide a high level of investment insight and strategic thinking.
- Ongoing guidance, monitoring, customized performance reporting and attribution analysis allow us to adapt to market conditions and organization objectives.
Our layers of discipline help make your decisions clear.

In accordance with our conservative philosophy, we adhere to well-established fiduciary standards backed by our already meticulous process. These Global Fiduciary Precepts^®, developed by the Center for Fiduciary Studies^®, help guide us as our team approaches every decision with discipline, transparency and control. Together, we help you:
- Know standards, laws and trust provisions
- Diversify assets to specific risk and return profiles
- Prepare an investment policy statement
- Use prudent experts, like professional money managers, and document due diligence
- Control and account for investment expenses
- Monitor the activities of prudent experts
- Avoid prohibited transactions and avoid or manage other conflicts of interest in favor of the portfolio

These standards of care were originally developed by the Center for Fiduciary Studies®, an independent nonprofit organization dedicated to the study and development of fiduciary practices for investment stewards, advisors and managers. Diversification does not guarantee a profit nor protect against a loss.

Institutional Consulting Services

Our guiding principle: We make your mission, our mission.

An institutional difference

Fiduciary tenets