Wealth Management
Institutional Investment Consulting
Our Institutional Investment Consulting team serves as trusted, fiduciary partners to organizations of all sizes, family business owners, and organizational retirement and benefit-sponsored plans.
With deep-rooted expertise and a robust in-house investment research group, our consulting team develops integrated investment strategies that protect assets, minimize risk, adhere with changing regulations and compliance requirements, and support your organizational goals and fiduciary responsibilities.
Our independence and product-free structure ensures that we are providing you with completely objective financial guidance and trusted advisor support with your organization’s best interest in mind.
Serving as a traditional investment consultant or as a discretionary outsourced manager of investable assets, our investment experts are backed by one of the nation’s largest accounting and business advisory firms, making us uniquely qualified to understand your investment and organizational structure and goals, to deliver a broad-based, holistic approach to every client experience.
*Ranked on the list of “Top 100 Independent Financial Advisors of 2016” — Barron’s, August 2016. Ranked #15 on the annual list of registered investment advisors — Financial Advisor magazine, July 2016.
**Ranked 1st of 200 CPA firms by assets under management — Accounting Today, June 2016
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Productivity & performance
Investing your organization’s assets
How technology can transform your business
Navigating changing regulations
Wealth Management news and events
Institutional Investment Consulting Thought Leadership
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June 2017 Market PerspectivesThis month we take a closer look at the impact of financial stress on the markets.
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A strategic view to maximize returnsInvestment committee members must understand each and every underlying investment, not only on a stand-alone basis, but also the role each investment plays within the context of the total portfolio in shaping overall investment strategy.
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Beltway uncertainty and what it means for the economy and investorsWhile the overall direction of the administration’s pro-growth policy remains relatively clear, what’s changed is the political reality. It will be hard for the administration to push its proposed reforms through with the sharpening focus on the investigation and its increasingly bipartisan support.
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May 2017 market perspectivesApril was another positive month for domestic equities across the spectrum, with small caps leading the pack. Year to date, large caps are holding onto solid gains, followed by mid caps and small caps, respectively.
Areas of Focus
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Our Institutional Investment Consulting 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 owners 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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