Our investment teams have extensive experience in representing large endowments, and we evolve our foundation and endowment models with tactical overlays.
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Strategic Planning
A thorough analysis of the investment objectives, risk tolerance, liquidity needs, liability profile and existing investment positions of each client. During this phase, we frequently assist clients in the development of a written investment policy statement to guide discussions.
Asset Allocation
Analysis of a range of allocations in order to optimize portfolio risk-reward efficiency.
Implementation
Creation of separate accounts and structuring of investment portfolios, selection of third-party managers and coordination with Franklin Street Trust, if appropriate.
Review & Control
Senior management monitoring, portfolio rebalancing as needed and adjustments to investment policy in conjunction with client review.
Client Communication
Regular updates and face-to-face meetings on client-specified schedules, with a full range of electronic and other communication tools to keep clients fully informed.