Institutional Asset Management & Consulting Services

The best organizations use data to make decisions.  

Often Boards are comprised of volunteers with differing opinions, interests and acumen.  Using financial modeling, we lead the Board through various stress-tested operating and investing scenarios, forecasting potential liquidity needs and

determining prudent reserve levels.  

We know our clients are mission-driven. 

Too often great organizations have generic Investment Policies. 

Our goal is to customize each IPS so it becomes a tool to make prudent investment decisions aligned with your mission, including identifying specific Reserve Program goals, liquidity needs, meaningful benchmarks, and criteria for selecting investments

(such as socially-responsible screens).  

No client investment recommendation is the same.  Using organization-specific IPS inputs, we ensure investment decisions are deliberate and purposeful.  As money managers, we employ Nobel-Prize winning fundamentals of Modern Portfolio Theory, which suggest investors can reduce risk and may increase return through globally balanced, well diversified portfolios with

exposure to various asset classes.

Each client is assigned directly to one of our Principals to serve as their Chief Relationship Officer.  Our Principals take an active approach presenting to client Boards, assessing Reserve Program success against meaningful performance benchmarks, rebalancing asset allocations when prudent, and ensuring all parties are

meeting their fiduciary duty.  

We know volunteer-led organizations.  As active members of the association and non-profit industry professional groups, we are always at the forefront of emerging trends and knowledge, and share best practices.  Our principals have vast experience educating, writing and presenting on institutional asset management, and building consensus and consistency for

organizational-level decision making.