Institutional Investors - Fiduciary Management

We provide advice to institutional investors to help them to simplify and improve their investment programs.  Our fiduciary management services (for portfolios greater than $1 million) include both a comprehensive fiduciary plan and discretionary investment management. Specific services include, but are not limited to the following:

Fiduciary Consulting

Spending policy development, investment  policy development,  financial analyses, fiduciary education, socially responsible investing (SRI)fiduciary reviews and fiduciary assessments.

Continuous Discretionary Investment Management

Comprehensive assessment of financial position, investment policy formulation, asset allocation strategy and risk management, investment manager search and selection, socially responsible investing (SRI), investment performance monitoring, reporting and evaluation, and periodic investment portfolio rebalancing.

Coordination with Your Other Professional Advisors

We deliver these services via a disciplined investment decision-making process that is based on the Global Fiduciary Standard of Excellence which details the investment and fiduciary best practices published by Fi360 ( We also tailor our approach as needed to accommodate the unique needs and preferences of each organization that we work with.

We also welcome the opportunity to provide organizational leaders—such as board and investment committee members—with any education they may desire about their fiduciary responsibilities related to their investment program. We're happy to share nationally recognized best practices for meeting these responsibilities.

Our fiduciary management services are best suited for those with $1 million or more to invest.


Let's Meet

We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.  

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