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Institutional Services

Being named an advisor for an institution is both an honor and a great responsibility. Whether you are involved with a non-profit organization, foundation, endowment, municipality or corporate entity, we can help you navigate the complex word of institutional financial management.

Our Specializations

  • Modification or creation of Investment Policy Statement

  • Asset allocation study

  • Diversification review & unbiased analysis

  • Search and recommendation of institutional money managers

  • Evaluation and benchmarking

  • Continuing investment manager due diligence

  • Performance monitoring

  • Spending policy design