Institutional Strategies

For over 30 years, our firm has provided sophisticated investment management to institutional clients including both established and emerging endowments. Our investment expertise is ideally suited to the needs of institutional clients since our investment approach and philosophy align strongly with the tenets and principles of the Uniform Prudent Investor Act. This act typically serves as a guide for fiduciaries with the responsibility for the administration of trusts, endowments and foundations. A number of key elements of our approach are extremely important in this regard, including:

  • Discipline in Uncertain Markets – We provide steady guidance and discipline to help your institution maintain its commitment to a long-term investment program and avoid costly mistakes in the face of uncertainty or market volatility.
  • Focus on Asset Allocation – Our investment professionals constantly seek the most efficient, low-cost and liquid methods of participating in the important investment markets and asset classes.
  • Reduction of Investment Costs – We work diligently to minimize expense ratios and transaction costs by seeking the low cost institutional-grade investment vehicles.
  • Emphasis on Managing Risk – We continuously monitor, quantify and control risk to maximize the portfolio return per unit of risk, in alignment with the objectives and risk tolerances established by the institution.

Our institutional clients include a variety of organizations involved in such programs as child advocacy and protection programs, support services for senior citizens, public education, advocacy for the protection of wildlife, as well as various community foundations.

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