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.)