Our comprehensive service includes:
- Developing a Customized Investment Policy Statement
- Recommending a Specific Asset Allocation with Targets and Ranges
- Manager Search and Selection (Public and Private Markets)
- Fee and Term Negotiations with Managers/Custodians/Other Vendors
- Dynamic Portfolio Rebalancing
- Portfolio Compliance Monitoring
- Cash Management
- Private Market Capital Calls and Distributions
- Customized Reporting
- Attending Board / Investment Committee Meetings
- Collaborating with internal Staff
- Donor Relations and Fundraising Support
