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
Areas of Focus
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
November 2017 Market PerspectivesOur latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
October 2017 Market PerspectivesOur latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Q3 2017 Economic PerspectivesOur quarterly Economic Perspectives provide updates and insights on economic and market developments.
September 2017 Market PerspectivesOur latest Market Perspectives provides timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
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.