A process that’s seamless

Listening to you helps us learn first about your institution’s objectives, willingness and ability to take on investment risk and liquidity needs. By reviewing your current investment policy and discussing your fiduciary responsibilities, we begin to build a picture of how we can best support you. And, that’s what professional plan management is about – serving you and your institution in the best way for the unique demands that already exist and may arise.

Creating your investment plan and portfolio includes analysis on many levels. With recommendations grounded in research, we thoughtfully select asset classes and an allocation appropriate for your institution – and in alignment with your investment policy. We keep in mind the need for active versus passive investing needs, as well as more specific considerations like your spending policy.

Building your portfolio means diving deep into the investment options well-suited for your organization. Whether you need active or passive investing, we apply specific investment types such as separately managed accounts, funds or other appropriate investment vehicle types based on your unique needs, goals and risk tolerance.

Once your investment process is established and plan is implemented, we keep working for you. Our communications continue as we monitor your investment plan and provide you and your institution with ongoing support. From performance reporting to research and due diligence, or even education for fiduciaries, our team is the steady partner you need for all the layers of institutional consulting and plan management.