- Wealth Management
- Institutional Advisory
- Pilot Program
Our institutional advisory professionals believe that a written policy is imperative for the proper management of an institutional portfolio, because it ensures continuity over time. Therefore, we create one for each and every client, documenting objectives, directives and responsibilities. Asset classes and targets, benchmarks, desired rates of return, as well as key roles and responsibilities, must be defined and approved before an asset allocation strategy can be implemented.
Guidelines specific to responsible investing are also included to help ensure that your organization’s directives are followed and that your investments help support your mission and purpose.
Clients play an important role in the creation and modification of the investment policy statement. In fact, during the initial planning process, we view our role as an educator and sounding board. We assist clients by helping them understand asset classes, asset allocation, and industry best practices. Clients then help develop or modify the statement based on these understandings.