OUR APPROACH TO INSTITUTIONAL PORTFOLIO MANAGEMENT

We stand apart from other consultants in several areas:

  • We are consultant – we do not sell, but advise
  • Fee-only compensation with no outside interests other than your financial well-being
  • We customize portfolios and plans based on liability characteristics, liquidity needs and organizational personality
  • We serve institutions of all sizes, ranging from Fortune 500 companies to small professional associations
  • Over $7 billion in assets are under our advisory
  • The principal’s protection is paramount
  • Clients have direct access to leading institutional financial professionals. Each consultant has over 20 years experience.
  • We can serve as an external component of the client’s Treasury or CFO
  • We do not rely on rigid portfolio templates. Each client’s unique business receives a customized plan and portfolio