Institutional Investment Services

INSTITUTIONAL INVESTMENT SOLUTIONS

Balancing your portfolio
for cash flow and growth

Access the money you need now and keep your organization’s financial future in sight.

You don’t have to choose which problem to solve

Most foundations and endowment funds have a problem:

You need cash flow now – to supplement operations or meet gifting objectives – but accessing that income means sacrificing future growth.

We work with you in a fiduciary capacity to create an asset allocation plan that attempts to solve this problem by meeting both needs.

So you can access what you need now.
And make sure your institution is still set for the future.

Whatever that looks like for you.

Investment management for boards
and finance committees

Institutional services that consider your needs

Strategic asset allocation and investment management

Financial consulting and problem-solving advice

Alternative portfolio management

Adherence to your organization's investment policy statement

Drafting new investment policies that express your needs and intentions

Audit support

Ad hoc requests

Quarterly investment reports

24/7 online access through our customizable portal and your custodian

Regular in-person meetings and easy access to your investment advisor

*Note: additional services available. Meet with us, tell us your financial concerns,
and let us help brainstorm solutions and strategies that work for you.

WHERE YOUR VALUES MEET YOUR PORTFOLIO

Grow your institutional wealth

With evidence-based investment strategies

Stop the underperformance cycle

Index funds and exchange-traded funds help us ensure diversification, low costs, and long-term performance in line with your expectations.

By creating a long-term, indexed portfolio, we help you curtail systematic underperformance. So you can stop the cycle of hiring managers with strong historical track records only to fire them when they underperform.

Find answers to your financial questions

Institutions have a laundry list of financial responsibilities to consider (budgeting, promoting, fundraising, presenting) and boards to answer to.

Get access to financial experts you can count on to brainstorm solutions and consult on almost every financial issue you face.

Capitalize on improvements over time

We continuously analyze and rebalance your portfolio to align with your investment policy guidelines.

We also perform due diligence on new assets and securities to find new and evolving ways to improve your portfolio.

Institutional investment management

that works with your intentions

Access a team with real institutional investment experience

Balance your current cashflow needs with future growth

Eliminate the cycle of underperformance for good

Put real investment advice to work for you.

Meet With Us