Institutional Consulting

Our firm has a nationwide group of over 160 Institutional Consultants who have the experience to help your organization meet its investment objectives.                

Foundations and endowments. We realize managing your investment fiduciary responsibility is one of your greatest concerns. Our team works together to help you meet your obligations.

Not-for-profit organizations. Helping you manage the financial obligations of your nonprofit association starts with a clear understanding of your bylaws and direction of your officers.

Mission-driven institutions. Our mission is to help advance yours. Beyond sound fiscal governance, we embrace the values that drive your organization's purpose.

Fiduciary oversight. Our team provides comprehensive investment services and oversight—including governance, asset allocation, manager selection and implementation—to help you manage your fiduciary obligations.

Governance. We provide services that are transparent, direct and focused on outcomes while minimizing administrative burdens.

Investment management. By accessing the intellectual capital of UBS, as well as its in-depth manager research capabilities, we combine global insights and analyses with an open architecture mix of managers and funds. This allows us to develop investment programs uniquely tailored to the specific goals and objectives of each organization.

Our team continually hones our skills to help you pursue your goals. We offer: 

·         Assistance developing your investment policy statement

·         Strategic asset allocation studies

·         Investment performance reports

·         Investment manager search

·         Investment Consultant attendance at investment committee meetings

·         Ongoing investment committee education

·         Custody and trade execution costs through UBS (if custodied and traded at UBS)