We offer a suite of consulting services tailored to the priorities of institutional investors. Whether supporting retirement plan governance or developing portfolio strategies aligned with long-term goals, our work is grounded in a disciplined investment process and deep technical insight. Each engagement is structured to reflect the unique mission, financial objectives, and operational frameworks of the institutions we serve.
Portfolio Construction
A disciplined investment process starts with a clear understanding of organizational goals. We partner with institutional clients to develop diversified portfolios, with emphasis on risk analysis and cash flow requirements. Portfolios are constructed using a structured approach to asset allocation by asset class and a deep understanding of institutional cash flow requirements.
Risk Analysis
Managing institutional portfolios starts with analyzing the relationships between asset classes. We model and back-test portfolios under varying market and economic conditions to support institutional objectives and strategic planning.
Data Aggregation & Reporting
Through third-party custodians and data aggregation tools, our team delivers customized reports that highlight balance sheet structure, asset allocation, income, performance, and risk-reward metrics. For not-for-profit organizations, we also act as an outsourced CFO by providing streamlined financial oversight.
Defined Benefit Plans
We support the full lifecycle of defined benefit plans, from designing and managing active plans such as cash balance structures, to developing annuitization and closure strategies for frozen plans. In collaboration with actuaries, we implement liability-driven investment (LDI) frameworks that align with long-term obligations and institutional objectives.
Defined Contribution Plans
Strengthening retirement plan outcomes starts with disciplined plan design and fiduciary awareness. Through the Certified 401(k) Professional® (C(k)P®) designation issued by The Retirement Advisor University, our team oversees defined contribution plans with a focus on long-term plan health and participant satisfaction.
300 Madison Ave, 29th Floor
New York, NY 10017
Phone: (917) 286-2730
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Financial Services
Private Wealth
Institutional Consulting