Institutions

Our fiduciary oversight helps organizations manage their investment assets to support multiple missions that provide a tremendous service to our society.

Endowment & Foundations

We operate as the trusted partner to non-profits for creative solutions that align with organizational goals, including:

  • Sustainable Investments
  • Spending
  • Governance
Asset
Allocation

Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics

Discretionary Investment Management

Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.

Fee
Benchmarking

Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.

Investment & Spending
Policy Development

Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.

Manager Search
& Selection

Identification of investment managers fitting a particular profile for inclusion in an endowment’s investment strategy.

Performance
Reporting

Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.

Retirement Plan Sponsors

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:

  • 401(K)
  • Defined Benefit
  • Nonqualified Deferred
  • Compensation Plans

We also assist and track employee enrollment and onboarding with service providers and fiduciary oversight

3(21) & 3(38)
Services

Delivery of ERISA fiduciary risk management services for defined contribution retirement plans.

Asset
Allocation

Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.

Fee
Benchmarking

Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.

Investment
Menu Design

Identification and structuring of appropriate investment options to be included in a defined contribution plan.

Participant
Advice

One-on-one engagement with retirement plan participants to answer their important questions about retirement saving and investing.

Recordkeeper
Search

Process oversight and assistance with identifying and selecting a retirement plan recordkeeper.

COMPREHENSIVE SERVICES

Asset Allocation

Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics

Discretionary Investment Management

Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.

Fee Benchmarking

Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.

Investment & Spending Policy Development

Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.

Manager Search & Selection

Identification of investment managers fitting a particular profile for inclusion in an endowments investment strategy.

Performance Reporting

Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.

CLIENT STORIES

Featured Client
Success Story

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

Are you an institution in the underserved
$100M and under market?

We welcome the opportunity to assist you with creative solutions for: Investment Management, Market Investment, Fiduciary Oversight