Institutional Services
Financial advice for companies, nonprofits, and family businesses
You have a board of directors. You have a mission. But do you have the best foundation to build wealth, invest wisely, and take advantage of every possible tax advantage and financial service? Well, you don't have to know all the ins and outs because we've got it all covered.
Whatever aspect of investing and financial planning you need help with, our team can help.
What we do under institutional services
Investment Policy Statement Development
We create guardrails for your portfolio to keep your investments in check
Grant Operations Assistance
Ensure you're getting the most out of your working capital fund.
Tax Minimization Strategies
From tax-sensitive investments to offsetting gains with losses, we're focused on minimizing your taxes.
Portfolio Liquidity Management
It's your money. We ensure you can get to it whenever you need it.
Manager Evaluation and Selection
We evaluate investment managers using criteria designed to assess their suitability for the client's objectives, risk tolerance and investment policy.
Research and Trustee Education
We work hand-in-hand with boards to explain how (and why) the portfolio is positioned.
Risk Management
Let us help you identify, evaluate, and prioritize any potential financial uncertainties.
Asset Allocation
Talk to us about balancing the risk and reward for a successful outcome.
Spending Policy Analysis
Your endowment or foundation has a specific spending policy. We analyze it and offer advice.