Institutional consulting services
We offer comprehensive institutional consulting to address the specific needs of clients who are responsible for large pools of assets. The consulting services include asset allocation, manager searches, performance monitoring and investment policy analysis, and are provided to trusts and organizations such as hospitals, private and public retirement plans, foundations, and endowments.
We believe organizations benefit most when they follow a clear and disciplined investment process. Our services are designed to assist you with the concerns you face — from assessing needs and objectives and establishing investment policy to selecting investment managers and reviewing their ongoing performance. We work with your organization to help develop strategies that can help achieve your investment objectives. For more information on our process, click here.