For Institutions

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Institutional investors and business owners require specialized expertise.

Organizations like yours face unique financial and sustainability challenges that set them apart from individual investors and require a specific kind of expertise.

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Foundations and Endowments

Step-01

Understand charitable mission
Advise board/trustees on financial best practices
Align funds to support strategic priorities

Step-02

Create/review Investment Policy Statement (IPS)
Align spending policy to balance liquidity needs with long-term mission
Match investment restrictions with mission
Develop appropriate financial benchmarks

Step-03

Consult with development team regarding donor giving strategies
Report results to maximize donor appeal
Achieve long-term financial equilibrium and mission
Fulfill board fiduciary obligations

Retirement Plans (401(k), 403(b), Defined Benefit, 457, SEP-IRA, SIMPLE)

Step-01

Engage plan trustees and understand business and plan goals
Plan selection, design, and review
Develop plan calendar and fiduciary files

Step-02

Create/review plan Investment Policy Statement (IPS)
Educate employees to maximize plan benefits
Advise Investment Committee on fund lineup

Step-03

Vendor review and plan benchmarking
Simplify operation of plan
Review fiduciary coverage

Businesses

Step-01

Identify goals and objectives
Business succession planning
Business strategy

Step-02

Retirement plan advisory
Sale of business evaluation
Realization of business value

Step-03

Business growth and profitability attainment
Sustainability of business
Risk minimization