Institutional Consulting

For clients that are responsible for a large pool of assets, our team offers comprehensive institutional consulting services. Experience has shown us that organizations benefit most when they follow a clear and disciplined investment process. That’s why we follow an easy four-step process to help you develop strategies to achieve your investment objectives.

  • Step 1 – Understanding Financial Objectives and Gathering Financial Information
    We believe the formulation of realistic investment objectives combined with the flexibility to make mid-course adjustments may, in the long run, assist your organization in meeting its goals and objectives. 
  • Step 2 – Reviewing Investment Policy and Determining Asset Allocation
    A disciplined methodology is vital in creating an effective investment policy and in implementing an efficient asset allocation strategy. 
  • Step 3 – Evaluating and Selecting Portfolio Managers
    The process of investment manager search, selection, and due diligence is the result of analyzing both qualitative and quantitative factors. 
  • Step 4 – Monitoring and Reviewing the Portfolio 
    Portfolio reviews are designed to help your organization in monitoring and evaluating the portfolio versus the organization’s stated goals and objectives.

Whether you need assistance with asset allocation, manager searches, performance monitoring or investment policy analysis, we can help. Contact us today to get started.