We provide advice to institutional investors to help them to simplify and improve their investment programs. Our fiduciary management services (for portfolios greater than $1 million) include both a comprehensive fiduciary plan and discretionary investment management.
These services are delivered via a disciplined investment decision-making process that is based on the Global Fiduciary Standard of Excellence which details the investment and fiduciary best practices.
The fiduciary best practices are published by Fi360, a Broadridge Financial Solutions company.
We also tailor our approach as needed to accommodate the unique needs and preferences of each organization that we work with. Specific services include, but are not limited to the following:
Fiduciary Consulting
- Spending Policy Development
- Investment Policy Development
- Financial Analyses
- Fiduciary Education
- Socially Responsible Investing (SRI)
- Fiduciary Reviews
- Fiduciary Assessments
Discretionary Investment Management
- Comprehensive Assessment of Financial Position
- Investment Policy Formulation
- Asset Allocation Strategy and Risk Management
- Investment Manager Search and Selection
- Socially Responsible Investing (SRI)
- Investment Performance Monitoring, Reporting and Evaluation
- Periodic Investment Portfolio Rebalancing
We provide fiduciary consulting advice to help institutions achieve their financial goals and simplify and improve their financial lives. We tailor our approach as needed with the fiduciary investors we work with to accommodate their unique needs and preferences.
At the end of the fiduciary consulting project we will provide you with an action plan so you can implement the agreed upon fiduciary consulting recommendations. This may include referrals to other professionals as required, to assist you with the implementation of your action plan.
Specific project-based consulting services include, but are not limited to the following:
Three reasons to hire an investment management consultant
- Provide expertise and/or understanding that you do not have
- Provide guidance and help with difficult investment decisions
- Provide third party endorsement of your investment decisions and actions
Everything we do at our firm related to investment advice is rooted in the Prudent Practices for Investment Advisors. Officially published in 2003, Prudent Practices for Investment Advisors is comprised of a step-by-step process that ensures that your investment strategy is being properly developed, implemented, and monitored according to both legal and ethical obligations.
We tailor our approach as needed with the institutional investors we work with to accommodate their unique needs and preferences. Our non-discretionary investment management consulting services are best suited for institutional investors with investment portfolios greater than $10 million.
Our investment management consulting services include, but are not limited to the following:
