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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)
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