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Institutional Investment Consulting

Plante Moran Financial Advisors offers deep-rooted expertise and resources for institutional investors, providing investment, fiduciary, and risk management services to align with your organization’s goals. We serve as a trusted fiduciary partner to foundations, endowments, associations, religious institutions, and other not-for-profit organizations.

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As one of the nation’s largest independent investment advisory firms*, we’re dedicated to helping institutional investors achieve investment program success, fulfill their fiduciary responsibilities, and advance their missions.

Our services include asset allocation development and investment policy design; manager search, selection, and oversight; and ongoing portfolio monitoring and risk management. Supported by a robust in-house investment research group, our investment consulting team develops integrated investment strategies that help protect assets, minimize risk, adhere with changing regulations and compliance requirements, and accomplish your financial goals. 

We’ll customize solutions for your organization by reviewing your financial statements, spending policies, cash reserves and operational dependencies, risk tolerances, liquidity needs, and other ongoing commitments. Our independent and product-free structure ensures that we’re providing you with completely objective financial guidance, serving as a trusted advisor with your organization’s best interests in mind.

Our experts are supported by Plante Moran, one of the largest audit, tax, and consulting firms in the country, making us uniquely qualified to understand your organization and deliver a holistic approach to every client experience. 

*1st on the list of CPA firms ranked by assets under management — Accounting Today, June 2021. 2nd on The RIA Channel’s Top 100 Wealth Managers — RIA Channel, 2020. Ranked on the list of "The Top 100 RIA Firms" — Barron’s September 2021. Ranked on the list of "Best in State Wealth Advisors" — Forbes, February 2019.

Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request.

Market perspectives

PMFA Market Perspectives image
45 min watch
2021 Wealth Management Virtual Summit

The Wealth Management Virtual Summit features an expert financial commentary, a tax planning roundtable discussion, and a timely economic and market outlook.

Jim Baird Wealth Management
Webinar Tuesday, Oct. 26, 2021; 1-1:45 p.m. EDT | Wednesday, Oct. 27, 2021; 1-1:45 p.m. EDT 45 min watch Upcoming
Jobless claims came in higher than expected despite a tight job market
Jim Baird Wealth Management
Blog September 24, 2021 2 min read
Retail sales beat expectations, rising moderately in August
Jim Baird Wealth Management
Blog September 16, 2021 2 min read
How does the buildup of unused cash affect the near-term outlook for consumers?
Jim Baird Wealth Management
Blog September 16, 2021 1 min read

Wealth Management news and events

Wealth Management News and Events image
45 min watch
2021 Wealth Management Virtual Summit

The Wealth Management Virtual Summit features an expert financial commentary, a tax planning roundtable discussion, and a timely economic and market outlook.

Jim Baird Wealth Management
Webinar Tuesday, Oct. 26, 2021; 1-1:45 p.m. EDT | Wednesday, Oct. 27, 2021; 1-1:45 p.m. EDT 45 min watch Upcoming
Alternative investments: Seeking returns in a yield-starved world
Jim Baird Wealth Management
Webinar Aug. 26, 2021 45 min watch

On-demand resources for not-for-profit leaders

Women on tablet
5 min read
Simple strategies for successful investing
Did your organization’s investment strategy help you make the most of 2020’s strong capital market performance? Follow these guidelines for disciplined investing and avoid common pitfalls.
Casey Veach Wealth Management
Article June 9, 2021 5 min read
An evaluation of private foundation model portfolios, investment returns, and payout rates
Casey Veach Wealth Management
White Paper January 28, 2021 20 min read
Cybersecurity for nonprofits: Adapting to a new world
Scott Petree
Webinar August 6, 2020 60 min watch
Not-for-profit board and leadership considerations post-COVID-19
Jennifer Culotta
Webinar July 21, 2020 60 min watch

Institutional Investment Consulting Thought Leadership

  • Simple strategies for successful investing
    Did your organization’s investment strategy help you make the most of 2020’s strong capital market performance? Follow these guidelines for disciplined investing and avoid common pitfalls.
    Casey Veach Wealth Management
    Article June 9, 2021 5 min read
    Adult on phone
  • Alternatives for a yield-starved world

    In the face of low interest rates, yield-oriented alternative investments may be a viable solution for fixed income investors. Our experts discuss potential sources for supplementing your existing fixed income portfolio via Worth

    Jim Baird Wealth Management Doug Coursen Wealth Management Jeremy Kedzior Wealth Management
    Article April 15, 2021 1 min read
    Woman checking her phone
  • An evaluation of private foundation model portfolios, investment returns, and payout rates

    How have investment returns and growth in philanthropy affected private foundation grants in recent years? Plante Moran Financial Advisors explores the data.

    Casey Veach Wealth Management
    White Paper January 28, 2021 20 min read
    Man in a coffee shop taking a phone call while using his laptop computer.
  • Independence and objectivity: What incents your investment advisor to act in your best interest?
    When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
    John Lesser Wealth Management Mark Corombos Wealth Management
    Article November 11, 2020 4 min read
    Three people greeting one another with man and woman shaking hands.

Our Institutional Investment Team

The greatest value we provide to clients is our team of professionals. We enter into each relationship with the intention of serving as a trusted advisor to our clients’ executives, boards, committee members, and stakeholders and know earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your organization’s goals.

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