Our Corporate & Not for Profit Services

 

Non-Profit, Foundations, and Endowments

  • Investment Policy & Spending Policy Review
  • Philanthropic Services
  • Fiduciary Services
  • Open Architecture Investment Manager Due Diligence
  • Cash Flow Modeling & Portfolio Stress Testing
  • Performance Monitoring
  • Asset Allocation Optimization & Monte Carlo Simulation
  • Commercial Banking Services

 

Corporate and Institutional Consulting

  • ERISA Consulting & RFP Services
  • Co-Fiduciary Investment Consulting Services
  • Defined Benefit Plan Modeling and Gap Analysis
  • Investment Policy Development and Review
  • Retirement Plan Benchmarking Services
  • Business Planning and Corporate Banking Services
  • Insurance Benefit Services and Liability
  • Key Man Life Insurance
  • Commercial Banking Services

 

Investment Management

  • Customized Asset Management Programs
  • Discretionary Investment Management
  • Open Architecture Access to Third-Party Money Managers
  • Cash Management
  • 10b5-1 Plans
  • Concentrated Position Risk Management
  • Co-Fiduciary Investment Consulting