We serve both Non-Profit and For-Profit Organizations in the following areas:

Institutional Client examples:
· Defined Benefit Plans Pensions
· Profit Sharing Plans
· Defined Contribution Plans 401k, 403b, 457
· Private Foundations
· Community Foundations
· Endowment Funds
· Hospital / Medical Boards

Our services for Institutional clients fall within the following three categories:
  1. Investment Advisory Services
  2. Performance Monitoring
  3. Specialized Projects


Investment Advisory Services - examples include:
· Investment Policy Statements (creation/review)
· Asset Allocation Studies/Recommendations
· Investment Manager Searches (Separate account, mutual funds,
  alternatives, etc.)
· Discretionary Management

Performance Reporting - examples include:
· Performance Reporting Total and detailed portfolio holdings versus
  benchmarks
· Benchmark Analysis
· Investment Cost Analysis
· Statistical Compilation (Alpha, Beta, Correlation, etc)

Specialized Projects - examples include:
· Fiduciary Compliance Testing
· Cash Management Solutions
· Spending Rate Analysis
· Third Party Administrator (TPA) / Actuary Searches
· Retirement Plan Search/Selection & Employee Education (401k, 403b, etc)