Institutional Consulting & Advisory Services

Many small to middle market institutional investors lack the expertise and resources necessary to meet their investment needs in an increasingly complex and ever changing investment landscape. Our Institutional Consulting and Advisory Services are designed to help manage the fiduciary burden and cost of overseeing multiple financial vendors and properly focuses trustee attention on the issues most critical to their financial success.

Once we have identified a client’s current and anticipated spending needs, we assist in the formulation of a written Investment Policy Statement, which establishes long-term asset allocation targets and creates appropriate benchmarks for measuring progress.

Asset allocation is the underlying investment discipline applied to client portfolios and once policy is established, strategies are implemented utilizing index mutual funds, index-linked exchange traded funds (ETFs) and other institutional investment vehicles.

We provide our institutional clients with regular performance reporting. We measure success in absolute terms, offering clients an important level of accountability.