ENDOWMENTS, FOUNDATIONS & RELIGIOUS ORGANIZATIONS
Investment committees across industries are usually made up of volunteers that are passionate ambassadors for their cause. These volunteers are often not recruited for their deep knowledge and experience in the investment industry. As donations grow and the portfolios compound, investment committees need more investment expertise and should consider outsourcing their role of chief investment officer to someone who is:
1. Independent
2. Experienced
3. Cost Effective
We will lead the effort to review and organize the investment committee’s responsibilities including:
1. Proper Governance
2. Quarterly reporting
3. Ongoing committee investment education
4. Investment Policy Statement (IPS) review
5. Asset allocation
CORPORATE RETIREMENT PLAN REVIEW
Retirement plans are one of the top priorities for employees looking to a new join a new organization. Accordingly, it is more important than ever to assure current and future employees that retirement plans are up to date using best practices and low cost, transparent investment options.
We will deliver an analysis of your plan with benchmarks against similar plans in your industry. Our report will include:
1. A review of total plan fees including:
a. Investment fees
b. Record keeper fees
c. Advisor fees and services
2. Plan design metrics
3. Adherence to best practices
4. Participant education