Investment Consulting

We serve as fiduciaries 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 difference scenarios before developing of an investment policy and recommending the assets 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.

Government and Corporations

We assist governments and corporations meet their specific investment needs ranging from treasury functions to investing strategic reserves. We understand the legal environment that govern 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