Retirement plan guidance for institutions
We are well-versed in the singular challenges faced by endowments and nonprofits, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your foundation’s mission in the years to come.
Our team serves as an extension of the investment committee and provides critical support in helping to fulfill your fiduciary responsibilities.* We help our clients implement strategies designed to effectively manage their portfolio, stewardship duties and spending policy needs.
Through tactical asset allocation, we develop adaptable investment strategies that seek to meet the objectives of your Investment Policy Statement. Our advisors tap into our extensive resources and conduct objective research to find investment opportunities that we believe are worthwhile, align with your values and contribute to the sustainability of your foundation.
Our relationship with you and your organization is ongoing, and we are diligent in reviewing and suggesting rebalancing investment strategies when we deem appropriate to help ensure they stay consistent with your long-term goals. We’re as deeply invested in your foundation’s success as you are.
Services Include
- Due Diligence and Research
- Selection of Institutional-Class Managers
- Investment Policy Statement Review
- Investment strategy management and rebalancing suggestions
- Spending policy needs, portfolio reviews and stewardship documentation
- Knowledgeable support and guidance on regulatory standards
Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.
*As set forth in, and subject to, applicable agreements.
