Institutional and Foundation Asset Management:

Our approach to serving institutional clients begins with a thorough understanding of your organization.

This includes understanding your organization's mandates, financial status and the purpose behind establishing an institutional investment portfolio. Our goal is to establish a structured, definable process rooted in an appropriate Investment Policy Statement and Governance to meet the needs of the institution. If a standing Investment Policy Statement (IPS) does not already exist, we will work with the Board or Finance Committee to create an IPS to formalize the duties and responsibilities of each involved party necessary to fulfill their fiduciary obligations. Our process is designed to be collaborative, allowing for assessment, evaluation, and adjustment, allowing flexibility, within acceptable risk ranges, as warranted by changing market conditions.