Institutional Consulting Services

Name: Montgomery
Address: 6925 Halcyon Park Dr Ste B, Montgomery, AL, 36117-7099, US
Telephone: 334.481.1400

A full breadth of solutions.

From consulting resources to dynamic portfolios and a documented client service plan, we stand ready alongside the veteran institutional team to help your organization in the way that best suits your needs.

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The Institutional Consulting Services team to provide investment guidance in the prudent construction of your organization’s portfolio.
- Asset allocation services: Our objective is to build portfolios that attempt to maximize the return potential at each level of risk. We prefer using forward-looking capital market assumptions for return, risk and correlations.
- Portfolio construction: We seek to incorporate and take advantage of the best features of both active and passive investing.
- Investment solution and manager searches: We seek to combine managers in ways that help avoid unintentional biases in the portfolio.
- Investment types: We have experience using separately managed accounts (SMAs), exchange-traded funds (ETFs), mutual funds and nontraditional investment vehicles in the creation of client portfolios.
And now, for the rest of the story.

We know you have other financial needs critical to fulfilling your responsibilities, that’s why we go a step further to provide you with tools and resources to supplement the overall investment advice and guidance we provide along with the institutional team. Together, we can help with:
- Creation of a Client Service Plan to monitor and summarize performance reports and document your stewardship
- Spending policy review and analysis
- Searches for managers who implement liability driven investment (LDI) mandates
- Review and evaluation of past investment performance and asset allocation
- Annual review of overall investment strategy
- Quarterly economic analysis and commentary

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Institutional Consulting Services

A full breadth of solutions.

Investment portfolios with your mission in mind

Additional tools and resources