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Our comprehensive service includes:
Collaborating with Internal Staff, Committees and Board
Educate Committees/Trustees on Investment and Governance Topics
Customized Reporting
Attending Board / Investment Committee Meetings
Developing a Customized Investment Policy Statement
Recommending a Customized Asset Allocation with Targets and Ranges
Dynamic Portfolio Rebalancing and Risk Management
Manager Search and Selection (Public and Private Markets)
Fee and Term Negotiations with Managers/Custodians/Other Vendors
Portfolio Compliance Monitoring
Private Market Capital Calls and Distributions
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