How we serve institutional investors

At the Etergino Group, we are passionate about helping your organization improve the lives of others through a personalized, disciplined and goals-based investment strategy. We work closely with your executive team, board of directors and investment committee to help you and your organization develop, implement and monitor a prudent investment process to further your organization's goals. Our process includes:

  • Meeting with you to gain an understanding of your organization’s specific needs, goals and risk tolerances.
  • Creating an investment policy and determining asset allocation. 
  • Rigorously reviewing and selecting a money manager.
  • Conducting periodic portfolio reviews to answer the fundamental question: Are the goals and objectives of the organization being met?

We have over 35 years of experience working with a wide variety of institutional organizations that include non-profit organizations, foundations and endowments, Union Taft Hartley plans, faith-based groups and educational organizations, and have been recognized by national publications such as Forbes, Barron’s, and Financial Times.

Offering the personalized service of a smaller boutique firm, but with the global resources of RBC, our institutional consulting services include ERISA fiduciary plans, portfolio constructions, investment policy creation and monitoring, asset allocation, manager search and ongoing due diligence, custody services and performance reporting.

Skilled, flexible and easy to work with, our team works closely with you and your organization to help you fulfill your fiduciary responsibility while delivering measurable results to your organization. For more information, please contact us today.

Contact us

We would value the opportunity to discuss your organization’s financial objectives and how we can be of service to you. Please fill out the form below or call us anytime.

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