Consulting & Advisory Services

With an unlimited number of investment approaches and options, it’s not surprising that many trustees and executive team members feel their investment portfolio has underperformed. As an objective advisor, we work with you to bring the big investment picture into focus.

We provide investment advisory services that include proactive asset allocation, performance monitoring and risk reduction strategies, while combining the expertise of active investment managers who have years of experience and performance measures.

Our firm works with the investment committee to review and often recreate, the Investment Policy Statement for the organization by considering cash flow requirements and current spending policy.

By taking the time to carefully understand the organization’s objectives and needs, our team of professionals have the goal to successfully create and monitor an investment plan that can maximize outcomes and support the administrative staff as well as the committee.