We understand and anticipate the obligations of the institution and the responsibilities of the professionals charged with its management and care. We go beyond just the management of the securities in the portfolio, working to understand cash flows and portfolio projections, creating customized accounting and reporting, meeting regularly with staff and oversight boards, and informing and supporting their financial professionals.
Members of our team are experienced fiduciaries with years of service on investment committees, on retirement plan supervisory boards, in public office, and have direct practice in the implementation of investment processes and policies.
Services for Institutional Clients
Portfolio Compliance Reviews
Portfolio Transition Management
Comprehensive Portfolio Accounting and Reporting
Discretionary Portfolio Management
Employee Benefit Plan Advisory Services (Pension, OPEB, 401k)
Portfolio Consulting Services
Development of Customized Investment Policies
Investment Policy Maintenance and Monitoring