Institutional Investors

We consult with institutional investors, (corporate and municipal pension funds, endowments, foundations, and non-profit associations,) with respect to matters of governance, administration, investment concepts, risk management, asset allocation, vendor selection and cash management.  We provide and on-site examination of existing conditions and procedures, followed by a thorough methods analysis and discussion of recommendations with supporting rationale.  We enter into a definitive consulting agreement in which deliverable products are determined by the services secured.

We are available to provide tutorials, seminars or symposiums on selected trust related topics (e.g. fiduciary responsibility, role of the board or governing authority, cash management, private equity, etc.,) either on-site or off-site at the request of the investors.

Fees

We offer our consulting services to RIAs and institutions investors on a fee-only basis.  Our fees for consultation are based on an hourly rate or a monthly retainer with a minimum engagement.  Fees are disclosed in our ADV brochure, which is available on request.