Investment officers and Investment Committees face a multitude of challenges, from complex markets, tough regulatory oversight, and in more recent times, high inflation and lower expected market returns. We partner with non-profit institutions both small and large to help overcome these challenges.
We look to relieve investment committees of some of the fiduciary burden inherent to their roles of responsibility to the organization and work to help further the goals of the organization.
Investment Policy Design
We seek to address your organization’s individual needs and design an Investment Policy Statement that clearly articulates and supports the organization's long-term mission. We review the policy on an ongoing basis and make investment changes as needed to ensure the portfolio strategy is aligned with the goals of the organization.
