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.

Porter White & Company have assessed the financial potential, then rely on their market knowledge to assess what are the feasible sources of capital

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.

Porter White & Company have assessed the financial potential, then rely on their market knowledge to assess what are the feasible sources of capital

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.

Porter White & Company have assessed the financial potential, then rely on their market knowledge to assess what are the feasible sources of capital

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

Investment Consulting Team

Jim White

Jim White

Chairman

Goodloe White, CFA

Goodloe White, CFA

President

Brooks Blair

Brooks Blair

Analyst

Investment Consulting Insights

Reflections on Markets During the Pandemic - 2Q 2020

While following events closely during the second quarter of 2020 when our society shut down for almost a month and...

Brooks Blair Awarded AIF® Designation

Porter White & Company (PW&Co) is pleased to announce that Brooks Blair has been awarded the Accredited Investment Fiduciary® (AIF®)...

The SECURE Act

The SECURE Act of 2019 (Setting Every Community Up for Retirement Enhancement) is a wide-ranging act, spanning nearly 40 provisions...

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