Our credentialed advisors understand each client’s unique challenges relative to macro-level issues facing the industry, and work closely alongside them to make informed financial decisions. We consider the role of each client’s portfolio within the context of its total capital. Our services include:
Investment Services
We craft customized solutions that achieve desired goals based on specific investment resources and needs. These services include:
- managing enterprise risk
- aligning assets to mission
- determining portfolio and organizational objectives and constraints
- melding portfolio with risk tolerance
- designing investment policies
- researching capital markets or pursuing other topical research areas of focus
- allocating assets and recommending and selecting investment managers
- providing traditional advisory consulting
- performing as a discretionary outsourced manager of assets
Reporting Services
Our reporting services ensure transparency and enhance our investment offerings. These services include:
- maintaining routine monthly and quarterly reporting
- facilitating internal (staff) and committee (governance) reporting
- managing presentations, meetings and ad hoc reporting to assist with audit and rating agency reviews and affiliate recommendations
Business Services
Our business services typically are defined as:
- assisting in custodian searches
- coordinating and interacting with rating agencies and auditors
- managing back-office administrative tasks, such as negotiating and preparing manager and subscription agreements
- interfacing with custodians to process approved trades and reconcile client reports, and other operational duties and tasks
- providing client-specific education on the strategy and reasoning behind investment decisions