Institutional Investors

Our client base of institutional investors includes foundations and endowments, hospitals and healthcare organizations, corporations, insurance companies, public funds, religious organizations, and Taft-Hartley plans. Our requirements for responding to an inquiry are that potential clients have an interesting investment structure or problem, and that we see a clear opportunity to add value.

Our existing client base is evenly split among types of investors, and varies widely by size.  We recognize that every institution has unique investment problems and information needs.  We do not believe in stock solutions for all of our clients.  The areas in which we most frequently are able to offer our expertise are:

• Asset Allocation
• Asset/Liability Modeling
• Asset/Spending Modeling
• Risk Factor Analysis, Budgeting, and Management
• Alternative Asset Class Analyses & Advice
• Development of Investment Objectives and Policies
• Investment Manager Selection
• Investment Performance Analysis, Attribution, and Reporting
• Investment Policy Compliance Monitoring
• Transition Management Assistance
• Education on All Facets of Investments and Capital Markets