Faith-Based Institutions

Our comprehensive service includes:

• Strict Adherence to Specific Mission-Based Investment Guidelines and Constraints
• Ongoing Monitoring of Investment Universe for Changes in Guiding Principles (ie. USCCB guidelines)
• Educate Committees/Trustees on Investment and Governance Topics
• Supporting Internal Staff, Committees and Board
  
• Attending Board / Investment Committee Meetings
• Developing a Customized Investment Policy Statement and Reporting Suite
• 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