Institutional ConsultinG
WELL-ROUNDED SUPPORT AND TESTED CAPABILITIES TO SUPPORT INSTITUTIONSOur team works proactively to anticipate and address those needs, and provide the appropriate counsel from a full spectrum of investment consulting services. Our disciplined investment consulting team guides institutions through each phase of the investment process – from strategy review, development and implementation, to oversight and documentation. Using a prudent management approach, our team seeks to enhance your organization and its mission, providing reliable support where it’s needed most.
Who We Serve
Our Approach
Our support is ongoing, and we are disciplined in the monitoring and oversight of our clients’ investment plans. We not only ensure your plan adheres to fiduciary standards and regulations, but also that it continually serves your institution’s needs and goals over time.
Our Services
We provide the vast range of services and resources required to best serve the needs of our clients. They include:
- Investment strategy review and development
- Investment search and selection assistance
- Asset allocation guidance
- Plan monitoring and performance reporting
- Fiduciary process guidance and education
Diversification and asset allocation do not ensure a profit or protect against a loss.
WE SUPPORT INSTITUTIONS IN THE DELIVERY OF ALL ASPECTS OF INVESTMENT CONSULTING – FROM STRATEGY DEVELOPMENT AND INVESTMENT RESEARCH TO REPORTING AND OVERSIGHT.
LATEST
NEWS
Forbes list of Top Best-in-State Women Wealth Advisors
Joan was named to the 2023 edition of the Forbes list of Top Best-in-State Women Wealth Advisors The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands...
Making a nonfamily successor the head of the family business
For family-owned businesses, the dream is often for the next generation to take up the reins and continue the legacy. After all, your business likely represents a significant part of your family wealth, but it’s likely the most significant gain may come when the business is...
Charitably minded investors can satisfy RMDs with QCDs
ESTATE & GIVING Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more rewarding...