Institutions
Our fiduciary oversight helps organizations manage their investment assets to support multiple missions that provide a tremendous service to our society.
Our fiduciary oversight helps organizations manage their investment assets to support multiple missions that provide a tremendous service to our society.
We operate as the trusted partner to non-profits for creative solutions that align with organizational goals, including:
Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics
Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.
Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.
Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.
Identification of investment managers fitting a particular profile for inclusion in an endowment’s investment strategy.
Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.
Employees with financial wellness are more likely to stay with your organization and thrive in their roles. We provide competitive employee retirement benefits options that facilitate employee financial and retirement security, including:
We also assist and track employee enrollment and onboarding with service providers and fiduciary oversight
Delivery of ERISA fiduciary risk management services for defined contribution retirement plans.
Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.
Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.
Identification and structuring of appropriate investment options to be included in a defined contribution plan.
One-on-one engagement with retirement plan participants to answer their important questions about retirement saving and investing.
Process oversight and assistance with identifying and selecting a retirement plan recordkeeper.
Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics
Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.
Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.
Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.
Identification of investment managers fitting a particular profile for inclusion in an endowments investment strategy.
Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.
The reason the fiduciary process is so important is because one of the largest shortfalls in the management of nonprofits' organizational assets and retirement plan assets is a lack of attention to behavioral finance
Smaller nonprofits are held back by a lack of sophistication, knowledge, and financial expertise among the investments committees responsible for the management of their assets.
The marketplace of nonprofits with less than ≈ $30 million (indexed with all-CPI inflation 2018-2022) in assets is not normally served by experienced institutional consultants
We welcome the opportunity to assist you with creative solutions for: Investment Management, Market Investment, Fiduciary Oversight
