• Skip to main content
  • Skip to footer

Porter White & Company

Providing Expert Advice and Guidance Since 1975

  • Clients
    • Businesses & Professionals
    • Financial Institutions
    • Nonprofits & Governments
    • Individuals & Families
  • Practice
    • Valuation
    • Community Banking
    • M&A Capital Advisory
    • Municipal Advisory
    • Distressed Situations
    • Project Finance
    • Investment Consulting
    • Wealth Management
  • People
  • News & Insights
    • News
    • Insights
  • About
    • About Us
    • History
    • Approach
    • Financial Tools
    • Client Stories
  • Contact

Investment Consulting

Thoughtful Investment Plans

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 of Porter White & Company

Jim White

Chairman

Goodloe White, President of Porter White & Company

Goodloe White, CFA

President

Brooks Blair, Vice President of Porter White & Company

Brooks Blair

Vice President

Investment Consulting Insights

SECURE Act 2.0: Highlights for Employers and Savers

February 21, 2023 | by Brooks Blair

The SECURE 2.0 Act was signed into law on December 29, 2022, and the implications for both business owners and savers are prevalent.  Some of the important highlights include potential savings for employers, the increased emphasis on Roth options, and the additional savings assistance allowed for savers within plans. The legislation builds on the Setting... Read More >

In addition to our periodic insights, we draft research notes that provider further insight into our investment approach and philosophy.

Footer

15 Richard Arrington, Jr. Blvd. N
Birmingham, AL 35203
(205) 252-3681
info@pwco.com

Follow Porter White & Company on LinkedIn

General advisory services offered by Porter White Capital Advisors, Inc.
Investment advisory services offered by Porter White Investment Advisors, Inc.
Municipal advisory services offered by Porter White & Company, Inc.

General Disclosures | Business Continuity Notice | Privacy Notice

Copyright © 2023. All rights reserved. Porter White & Company | Website by Dandelion Marketing | Log in