Institutional Services

We bring over 20 years of experience working closely with various Non-Profit Organizations, Private/Public Foundations, Endowments and other institutions.  We work as an extension of the Investment Committee and focus on assisting the board in the oversight and fulfillment of their fiduciary role in the ongoing management of the investment portfolio. 

Successfully balancing portfolio risk and return has always been a challenge.  Especially in today’s dynamic market environment you need an experienced partner in this endeavor.  Our experience can provide your organization with a sense of perspective in these volatile times.

Some of the core services provided are:

• Assist in the Review and Development of Investment Policy Statements
• Understanding Your Fiduciary Role and Prudent Investor Rules
• Education of Current Investment Plan, Managers & Overall Asset Allocation
• Assistance with Investment Manager Reviews, Due Diligence and Selections
• Cost Analysis
• Assistance with the Development of Investment Strategies
• Ongoing Investment Services & Support               
  • Quarterly Reviews with Board Members              
  • Investment Policy Compliance Review
  • Economic and Market Updates
  • Review of Investment Strategy & Managers
• Cash Flow Management               
• Risk Management
• Provide continuity of management process as the committee rotates

Contact us today if you are currently a board member for an investment committee and would like to discuss our consulting services in more detail.

If you would like our group to respond to an RFP, please submit all information to Chris.StLaurent@lpl.com.