We serve as experienced advisors to corporations, foundations, endowments, retirement plans and family trusts in the governance and management of their investment portfolios.
We assist fiduciaries in developing clear portfolio objectives and written investment policies and procedures. That includes counseling and supporting clients with:
- Custodian selection
- Manager searches
- Performance measurement and evaluation systems
- Economic and financial market outlooks
- Board member education
- Constituent communication programs
We provide these services on a consulting basis or as a Chief Investment Officer – overseeing a comprehensive investment management and support program.