As institutional investors ourselves, we understand the operational and servicing needs of institutional investors.
Having served on foundation boards and corporate investment committees, we understand the unique investing requirements of institutional investors from being fully invested to adhering to asset class parameters.
We have the resources in place to satisfy the due diligence elements required by institutional clients, from quarterly report filings and reconciliation in time for investment committee and board meetings to delivery of insightful and informative commentary.
In addition to servicing institutions once they become investors, we assist new clients in transitioning their portfolios with the goal of minimal tax impact or disruption.
In our view, long-term perspective matters more than short-term fluctuations.
As many institutional investors know, shortening time frames decreases the probability that a top-performer in one period will be a top-performer in the next. We believe long-term track records and histories of consistency are essential to prudent investing.
We believe slow and steady wins the race, where consistent returns over time provide better outcomes and a less stressful experience than “high-flyers” and “momentum chasers”.
Our experience allows us to address unique institutional investor needs. In addition to servicing institutions once they become investors, we assist new clients in transitioning their portfolios with the goal of minimal tax impact or disruption.