Institutional Solutions

Institutional Solutions

We're proud to offer our wealth management platform to provide a variety of services for institutions. From serving the financial needs of foundations and endowments to assisting businesses with setting up a 401(k) for employees, we can help.

Foundation and Endowment Services

For your non-profit institution, nothing is more important than preserving and growing the funds that support your important work. We use a consultative approach to design a portfolio that will help achieve the best outcome for your foundation or endowment funds. We believe it’s essential to:

• Understand your goals and objectives
• Understand and help to develop your spending policy
• Identify any special restrictions or social criteria for your portfolio
• Create an investment policy that reflects your unique goals and needs

Once we have an understanding of your goals, we apply our proven investment principles and portfolio management process.

Corporate Retirement Planning

Saving for retirement is the number one concern among working Americans. By providing a Corporate Retirement Plan, you’re giving your employees a tremendous benefit. You'll need an expert partner to help improve participant outcomes and manage your fiduciary responsibility. Our turnkey 401(k) plan solution relieves your administrative burden and allows you to delegate most of your fiduciary responsibility. We provide guidance and support with plan design, administration and governance, and investment oversight. Plus, our solution gives your employees access to a menu of choices. We emphasize low-cost investment options, with an eye toward achieving better net returns. We also provide engagement programs to increase participation, enhance decisions, and raise appreciation for the plan.

By working with us, you gain the benefit of wealth management professionals who can support the investment needs of your organization.