Knowledgeable insight with a disciplined approach for healthcare organizations

As a fiduciary, the assets and responsibilities you manage are significant. Our team understands the intricate needs and complexities of healthcare institutions, and has the breadth of capabilities and tenured experience required to implement effective financial strategies and portfolios.

Our institutional consultants are committed to creating a custom investment program aligned with your goals and risk tolerance, and take a disciplined approach that allows you to focus on meeting your mission. Our thorough process begins by identifying institutional-class managers and investment opportunities that are designed to align with your corporate profile and extends through managing, reviewing and rebalancing portfolios to support your ongoing success.

We offer pragmatic guidance while consulting on various pools of assets, assisting with general plan oversight and documentation. We are diligent in staying up to date with regulatory standards, helping sponsors manage fiduciary risk, while striving to optimize participants’ benefits at a reasonable cost.

We’re here to be your trusted partner, and to alleviate and streamline your managerial responsibilities so you can focus on the things that matter most to you and your organization.

Services Include

• Development of client profile, goal setting, and evaluation of current investments
• Due Diligence and Research
• Objective portfolio development and management
• Selection of institutional-class managers
• Investment Policy Statement Review
• Portfolio Management and Rebalancing
• Knowledgeable, on-going regulatory and rating agency guidance
• Development of defined contribution and defined benefit plans
• Comprehensive insight for managing your fiduciary duties
• Attendance at quarterly meetings or such other meetings as may be required
• Integration with Raymond James Investment Banking / Public Finance team, including Financial Advisory and Underwriting services

Types of Assets we consult on:

• General and Operating Funds
• Long Term Reserves
• Insurance Pools
• Foundations
• Sinking Funds
• Defined Benefit Plans
• Defined Contribution Plans