Educational Institutions

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