We provide a full range of core and additional services for our clients. A core program includes:
Review and develop an Investment Policy based on the objectives and guidelines of the institution.
Determine an appropriate Asset Allocation Policy that will satisfy the demands of meeting liabilities (or spending policy), inflation, expenses and real growth with the goal of preserving intergenerational equity.
Help clients select Investment Managers through detailed research and evaluation, and provide clear recommendations in every asset class.
Monitor the progress and success of the investment structure by tracking historical performance versus peers, benchmarks, and client objectives within the context of the total portfolio.
Perform any additional Special Studies that serve to further the development of a successful investment program. This includes, but is not limited to; market research, client-specific analysis, donor issues and education.
