For Institutions

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.
Foundations and Endowments
- Understand charitable mission
- Advise board/trustees on financial best practices
- Align funds to support strategic priorities
- 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
- 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)
- Engage plan trustees and understand business and plan goals
- Plan selection, design, and review
- Develop plan calendar and fiduciary files
- Create/review plan Investment Policy Statement (IPS)
- Educate employees to maximize plan benefits
- Advise Investment Committee on fund lineup
- Vendor review and plan benchmarking
- Simplify operation of plan
- Review fiduciary coverage
Businesses
- Identify goals and objectives
- Business succession planning
- Business strategy
- Retirement plan advisory
- Sale of business evaluation
- Realization of business value
- Business growth and profitability attainment
- Sustainability of business
- Risk minimization