Institutions

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

 Values-driven investing

 Fiduciary education

 Customized reporting

 Donor support

 Fee benchmarking

 Cash flow modeling