Ensuring Intergenerational Equity and Portfolio Longevity with a Sophisticated Investment Program that Enhances Your Organization's Governance and Decision-Making Framework. We Act as an Extension of Your Staff with NO Conflicts of Interest.
Public and Private Foundations
Arts and Civic Organizations
Healthcare Organizations Require A Customized Investment Program That Allow Them To Modernize, Expand, And Improve While Maintaining Financial Flexibility To Quickly Respond To New Market Or Regulatory Factors With A Focus On Enterprise Risk Management.
We Are Skilled In Managing Complex Asset Pools For:
Long-Term Care Facilities
Corporations Have Investment Pools For Treasury Functions And Employee Benefits. The Investment Management Of These Plans Flows Through Directly To Your P&L. Our Clients Benefit From Our Decades Of Experience As Pension Consultants And Heads Of Investment Programs In Some Of The Largest Corporations In The US.
We Construct Liability-Driven (LDI) And Asset-Only (AO) Investment Programs For:
Defined Benefit Pension Plans
Qualified Plans (401(k), SEP-IRA, SIMPLE IRA, Profit-Sharing Plans)
Nonqualified Deferred Compensation (NQDC) Plans
Cash Balance Plans