Institutional Asset Management & Consulting Services
Our boutique advisory firm provides thought-leadership to institutions and associations in investment reserve management. As an Accredited Investment Fiduciary®, our firm's Principals maintain fiduciary standards that exceed those governing the investment management industry in the U.S. We help organizations create a written framework they can point to and know that any financial decisions are aligned with the organizational mission and its policies, helping the Board meet their fiduciary duty.
financial modeling & ASseSsment
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.
investment policy administration
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.
performance review & evaluation
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.
A MEMBER OF YOUR TEAM
Many advisors manage money, but we believe that is only one of the critical responsibilities of an investment fiduciary. If you are looking for more from your advisor, someone to get involved, be a contributing member of the team, and support your organization, you've come to the right place.