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Advisory & Consulting

We collaborate with investment committees and Boards to provide consulting and advisory services. Typical services include:

Investment policy statement

Work to articulate organization financial goals, develop appropriate spending policy, and draft comprehensive investment policy statements.

asset allocation

Using the investment policy statement as a guide, we develop a recommended asset allocation, incorporating current market conditions, as well as the organization's unique constraints.

manager selection

Provide recommendation regarding implementation of the asset allocation using specific fund managers, ETFs, and index funds.

Alternatives

Significant expertise in reviewing and investing in alternative strategies. We partner with our clients to provide advice regarding private equity, venture capital, private real estate, and hedge funds.

Meet the team

A boutique client service approach.

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