Extending Our Offering
to Meet
Your Specific Needs.
Our full-retainer relationships benefit from our expertise in many ancillary areas. A sampling of the types of information that we regularly provide to many of our clients:
- Market research and commentary
- Relevant white papers
- Investment transition management
- Fee negotiation
- Trustee/custodial bank relationship evaluation
- Examination of environmental, social, and governance (ESG) factors
- Board, staff, and donor education
