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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. 

*Ranked on the list of “The Top 100 RIA Firms” — Barron’s September 2020. Ranked on the list of “Best in State Wealth Advisors” — Forbes, February 2019. 1st on The RIA Channel’s Top 100 Wealth Managers — RIA Channel, January 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
2 min read
Consumer sentiment dips to 76.9 in November
Unsurprisingly, the consumer mood has dimmed as COVID-19 cases surge and the country looks toward some potentially difficult months ahead.
Jim Baird Wealth Management
Blog November 25, 2020 2 min read
What's the risk of expiring unemployment benefits?
Jim Baird Wealth Management
Blog November 19, 2020 1 min read
October retail sales increase by 0.3%, coming in short of expectations
Jim Baird Wealth Management
Blog November 17, 2020 2 min read

Wealth Management news and events

Wealth Management News and Events image
1 min read
Plante Moran Financial Advisors named one of Barron’s 2020 Top RIA Firms
Under the esteemed direction of John Lesser and Bob Palmer, PMFA was recognized as one of Barron’s 2020 100 Top RIA Firms.
In The News October 23, 2020 1 min read
What investors want to know now: A way forward
Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch

On-demand resources for not-for-profit leaders

Women on tablet
60 min watch
Cybersecurity for nonprofits: Adapting to a new world

The digital landscape has changed radically — is your team prepared to take on new cyber threats? Join our experts for a CPE-eligible webinar describing real-life examples and how to protect yourself against them.

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
How COVID-19 funding impacts your single audit and what to do next
Manju Patnaik
Webinar July 15, 2020 60 min watch
Not-for-profit contribution standard: How to prepare for implementation
Kris Ray
Webinar Thursday, Nov. 21, 2019, 11 a.m. - noon EST 1 hour watch

Institutional Investment Consulting Thought Leadership

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.