Institutional Services We serve both nonprofit 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 and Community Foundations
- Endowment Funds
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 Fees/Cost Analysis
- Statistical Compilation (Alpha, Beta, Correlation, etc)
Specialized Projects – examples include:
- Fiduciary Compliance Testing
- Spending Rate Analysis
- Third Party Administrator (TPA) / Actuary Searches
- Retirement Plan Search/Selection & Employee Education (401k, 403b, etc.)