DELIVERING CLIENT-FOCUSED, OBJECTIVE, CUSTOMIZABLE AND CONSULTATIVE SOLUTIONS TO INSTITUTIONS

Nonprofits share a passion for helping people and communities and are focused on executing their mission. They need an investment advisor that understands and values their mission, prioritizes their goals, and understands their risk tolerance, allowing the nonprofit to focus on their organization’s primary goals.

We embark on supporting you in your mission by starting with a thorough understanding of your organization’s mission, values, and resources and how that translates to your investments, operational, distribution, and capital preservation goals. We recognize that A nonprofit cannot fulfill its mission if it doesn’t have adequate resources, both now and in the future, and that managing spending and cash flows can be a challenge.

We help nonprofits work towards their financial future by delivering strategic advice on asset allocation and governance structure, and then implementing that advice by selecting, reviewing, and managing managers and products designed to meet their return and spending goals. We enable nonprofits to focus more on their mission and less on paperwork, financial matters and reporting.

You can find a PDF brochure outlining these nonprofit services here

We understand that healthcare institutions require holistic investment solutions for a myriad of asset pools, including your long-term or operating pools, defined benefit plan, defined contribution plan, foundation assets, and insurance assets.

Across these pools, Healthcare organizations face a multitude of challenges, including operating margin pressure, an ever-evolving regulatory environment, and industry consolidation, amplifying the need for these organizations to balance prudent risk management with investment goals.

We can provide custom investment solutions taking a consultative approach to defining their investment solution for a wide range of needs, including balance sheet assets, employee benefit/retirement plans, foundations, and more to healthcare organizations of varied sizes and levels of complexity.

As a fiduciary, corporations also serve many stakeholders, including their employees, clients, and investors, and it falls on you to fulfill those varied obligations. Notably, many in our workforce depend on DB pension plans to ensure some financial security in retirement. These are weighty responsibilities, which may pose substantial challenges that corporations often seek guidance towards fulfilling them. We believe corporate clients can benefit from our consultative approach to defining their investment solutions for a wide range of needs, including balance sheet assets, employee benefit/retirement plans, corporate foundations, and more.

State and local governments rely on taxpayer funding for the maintenance and betterment of their communities. Many public funds also support the pensions of government employees. In theory, the path to successful pension investing is easy: you need to grow assets beyond liabilities, secure contributions, and manage costs and benefits. However, volatile financial markets, interest rate environments, and regulatory hurdles such as political, budget, and funding climates all influence public funds’ investment and operating strategies. The challenges for trustees of public defined benefit plans in managing these types of retirement plans, including investment, fiduciary, and regulatory requirements, can be a daunting task. Each pension is like a puzzle. Its unique pieces — plan assets, liabilities, administrative resources and fiduciary obligations — all need to be observed thoroughly so they can be fit together properly. We seek to understand each component in detail, optimize its value to meet objectives and integrate it into a customized, comprehensive financial plan for your pension.

Helping improve retirement outcomes for retirement plan participants is a goal of DC plan sponsors. Like many fiduciaries, plan sponsors may find that keeping up with defined contribution regulatory requirements, plan design changes, and oversight of investment managers, recordkeepers, trustees, and custodians are draining limited resources.

We're dedicated to helping you guide your participants toward better decision-making as they save for retirement by employing best practices in plan design, investments, and implementation.

Plan sponsors may benefit from engaging us as a co-fiduciary for:

• DC plan design
• Investment manager search and ongoing management
• Participant communications
• Recordkeeper searches and oversight