Investment Management
& Investment Committee Services
for Institutions and Non-Profits

Your employees have different needs than those of other organizations. We can help you to definethe specific goals and objectives  for your organization.

Funding and distribution levels are an imperative part of managing your organization's assets. Determing and monitoring those levels are a part of specifying your organization's risk tolerance.

The primary goal of asset allocation is to provide a smoother ride through periods of volatility during normal market rotations.  Our process incorporates a diversified, yet personalized, portfolio across various asset classes.

A well-developed plan is only as good as its execution.  Our team keeps you informed as throughout the implementation process.

We monitor and make recommendations to your portfolio based upon our  research and your organization's Investment Policy Statement. Rebalancing your portfolio to your desired asset allocation ensures that your portfolio is not taking on undesired risk and that funding and distributioin levels are adequately met.