To help financial leadership effectively manage their investment portfolios and to strategically align the investment plan with their objectives and spending policies.

Our consulting team is led by seasoned investment consulting professionals with extensive investment knowledge. Our endowment and foundation centered offerings include:

Evaluation of the endowment or foundation's investment plans and structural design to assess proper alignment with its spending policies and risk profile,
Trustee educational programs on investment planning, policy development and management, asset allocation and investment performance analysis,
Development of investment programs that support the strategic planning process,
Guidance on the development of investment policies and procedures to support the investment plan structure,
Strategic asset allocation modeling to align the risk and return objectives of the organization's leadership,
Stress test the investment plan to project scenarios for the "what-if" impact of interest rate changes, market disruption, and the resulting impact on the investment portfolio,
Investment manager and custodian bank searches,
Investment performance evaluation including compliance with policy guidelines, and
Investment policy benchmark and peer universe comparisons on asset allocation and performance for pooled portfolios.

What we will accomplish for our clients.