Committed to the Unique Needs of Institutional Investors
We work with associations, foundations, health and welfare plans, and other institutional investors to build investment programs that help advance their organization's mission.
Investment Policy Statement Development
We’ll guide you through a thorough review of your current investment policy statement and offer guidance to ensure it's up-to-date and aligned with your objectives.
Portfolio Construction
We will work closely with your investment committee to customize a portfolio that aligns with your organization’s mission, vision, values, and goals.
Ongoing Review and Monitoring
We meet with your team throughout the year to review financial markets, investment results, and your organization's changing needs and goals.
Additional help is available.
Asset allocation studies
Donor support
Values-driven investing
Fee benchmarking
Fiduciary education
Cash flow modeling
Customized reporting
