Consultants & Institutional Investors
We partner with investment consultants to provide customized investment solutions for their diverse client base. Beyond investment solutions, our collaboration includes helping to ensure they have full access to our investment team and providing insightful and timely thought leadership.
We collaborate with corporate treasurers, CFOs and benefit administrators to support their needs across operating, investment, and retirement plan assets. We provide bespoke solutions that are tailored to the often distinct and varying needs of each corporate client.
Our team supports non-profit institutions to manage operational, donor-advised, endowed and foundation assets by keeping their financial goals and missions top of mind. We work hand-in-hand with non-profits to help ensure that we meet both their investment and mission-related needs.
Public Retirement and Post-Retirement Benefit Trusts
We partner with a plan to understand its’ distinct set of circumstances and fiduciary requirements to help determine and pursue investment goals and objectives.
We help healthcare organizations across their asset pools including operating, endowed, long-term, and defined benefit plans. Our solutions are designed to meet the varying needs of both hospital and healthcare systems as well as the individual asset pool, customized to align with their mission and investment goals.
Our solutions for insurers take into consideration the distinct risk profiles and regulatory considerations. Our customized approach can be tailored to those distinct needs including quality constraints, gain/loss budgets, and relative value across the tax-exempt and taxable markets.
Institutional trusts may benefit from our ability to craft tailored investment portfolios designed to meet complex and specialized guidelines, as well as our ability to manage assets for taxable investors.
We offer a wide range of customizable solutions for faith-based institutions across all their pools of capital (operating, endowed, long-term, pension, etc.) that integrate required screens or restricted lists to help ensure alignment with religious values while also meeting their investment objectives.
