Effective investing is a pillar of financially durable institutions. We support corporations, governments and charitable organizations in pursuit of their missions and business objectives with expansive planning and asset management services. As part of this, we have the resources to support CFOs, executive directors and investment committee members to help them set an investment strategy, explore opportunities and meet their fiduciary responsibilities.
Goal-oriented financial planning
Beyond investment consulting services, we offer guidance on a wide range of financial planning topics for businesses, charitable organizations, endowments, pensions and not-for-profit institutions. These include as diverse a list as executive compensation strategies, profit sharing plans, deferred compensation plans, institutional cash management services, pension and defined benefit plans, Taft-Hartley multiemployer pension plans – and many other specialized circumstances.
