We understand that each of our institutional clients face their own set of challenges. Our team works proactively to anticipate and address those needs, and provide the appropriate counsel from a full spectrum of investment consulting services. Our disciplined investment consulting team guides institutions through each phase of the investment process – from strategy review, development and implementation, to oversight and documentation. Using a prudent management approach, our team seeks to enhance your organization and its mission, providing reliable support where it’s needed most.
Our team provides customized financial guidance, designing and implementing strategies that are tailored to the specific needs of your institution. We offer critical support at each point in the investment process, and help clients to clarify their objectives and projected milestones for the near and distant future. When selecting investments, we utilize our network and resources through Raymond James to conduct thorough research and identify the opportunities that complement your institution’s profile and align with your target goals and tolerance level.
Our support is ongoing, and we are disciplined in the monitoring and oversight of our clients’ investment plans. We not only ensure your plan adheres to fiduciary standards and regulations, but also that it continually serves your institution’s needs and goals over time.
Our Services
We provide the vast range of services and resources required to best serve the needs of our clients. They include:
- Investment policy statements
- Investment strategy, selection and development
- Asset allocation guidance
- Plan monitoring and performance reporting
- Fiduciary process guidance and education
We support institutions in the delivery of all aspects of investment consulting – from strategy development and investment research to reporting and oversight.
