We serve as a fiduciary in supporting trustees and investment committees in making investment decisions for retirement plans, endowments and other institutional funds.
We work with both new and established institutional clients to strengthen their legacy and efficacy by providing in-depth analysis, creating a thoughtful investment plan, and implementing the plan efficiently.
Retirement Plans
Plan sponsors often struggle with fiduciary responsibilities, whether they are overseeing a defined contributions plan or defined benefit plan.
For defined contribution plans, we take a fiduciary role in selecting investment options for participants and we design plans with the goal of increasing the probability of savings success for plan participants by making enrollment easy, allowing for one-step investment selection, and providing automatic rebalancing.
For defined benefit plans, we first seek to understand the dynamics of the plan benefit and how it could change under different scenarios before developing an investment policy and recommending the asset allocation.
Institutions and Endowments
We serve as investment adviser for all types of institutions and endowments varying from those with assets of about $1 million to those with assets in excess of $50 million. Institutions need a well-designed and executed investment policy permitting their trustees and other decision makers to stay focused on their goals.
Governments and Corporations
We assist governments and corporations in meeting their specific investment needs ranging from treasury functions to investing strategic reserves. We understand the legal environment that governs public sector entities and the importance of meeting strategic needs of corporations.
Clients We Serve
- Non-Profit Endowments
- Private Foundations
- Trade Associations
- Municipalities
- Corporations
- Unincorporated Associations
- Educational Institutions
How We Can Help You
- Investment Policy development
- Cash management / short term disbursement planning
- Long term investment planning
- Guidance and education on effective governance
- Annual spend rate analysis and investment policy review
- Investment selection and management based on academic research
- Trade execution support
- Low-cost investment strategies
- Asset liability matching
- Risk assessment
- Clear and concise investment reporting
- Responsive client service
- Educational opportunities through in-house research and white papers, seminars, and other content
Investment Consulting Team
Jim White
Chairman
Goodloe White, CFA
President
Investment Consulting Insights
SECURE 2.0: Tax Credits for Small Employer Plans
After the SECURE 2.0 Act was signed into law at the end of 2022, we highlighted some of the implications for business owners and savers. One such highlight that we want to focus further on is the tax credits offered to small employers. While the original SECURE Act created tax credits for small employer plans,... Read More >
In addition to our periodic insights, we draft research notes that provider further insight into our investment approach and philosophy.
