Objective advice, unique to your organization
With all of the responsibilities of running a successful organization, it can seem impossible to navigate the many challenges unique to the financial and fiduciary landscape. That's where we can help.
Our experienced team provides the knowledge and expertise to understand and navigate complex fiduciary needs. We help guide your decisions by evaluating the countless options and decisions that accompany running and monitoring an institutional investment portfolio.
We serve a variety of organizations, all with their own specific needs:
- Nonprofits
- Corporations
- Foundations
- Family Offices
- Endowments
- Insurance Companies
Using all of the resources and support available to us, including working with fi360 – a company that provides resources including education and certifications – we believe we have a higher level of expertise in investment fiduciary standards of care. And, with Accredited Investment Fiduciary (AIF®) professionals as part of our team, we are familiar with the requirements for managing investments of organizations and also help meet the fiduciary responsibilities and expectations that come with effectively managing organizations.
To help ensure every decision is approached with discipline, transparency and control, we provide guidance and services in accordance with Global Fiduciary Precepts developed by the Centre for Fiduciary Excellence (CEFEX). An independent, nonprofit organization, CEFEX is dedicated to the study and development of fiduciary practices for investment stewards, advisors and managers.
We have adopted these Global Fiduciary Precepts:
- Know standards, law and trust provisions
- Diversify assets to the specific risk and return of the client
- Prepare an investment policy statement
- Use prudent experts, including professional money managers, and document due diligence
- Control and account for investment expenses
- Monitor the activities of prudent experts
- Avoid conflicts of interest and prohibited transactions