College Endowment. Helped develop investment policy, set asset allocation, recommend investment vehicles, and design performance and compliance monitoring reporting. Work closely with professional staff and investment committee of the board of trustees. Client since 2011. Size: about $50 million.
Corporate Executive and Family. Provide investment advice, integrated with tax, estate, and financial counsel to three generations. Complex financial situation involving trusts and private equity investments. Client since 2011. Size: about $80 million.
Hospital Foundation. Work with professional staff and board investment committee to revise investment policy, determine asset allocation, recommend investment vehicles, and report on performance and policy compliance. Client since 1989. Size: about $130 million.
Entrepreneur and Family. Work with entrepreneur who sold his business in 2012. Developed customized approach that focuses on private investments, complemented by marketable securities. Client since 2012. Size: about $15 million.
401(k) Plan. Advise benefits committee of a corporate 401(k) plan. Recommend investment policy and core investment menu, select and monitor investment vehicles and provide reporting with policy compliance. Assume a fiduciary responsibility, benchmark and review fees. Client since 2000. Size: about $180 million.
Inherited Wealth. Work with multi-generational family with complex trust and estate arrangements. Integrate investment advice with tax, estate, and financial counsel. Client since 2013. Size: about $50 million.
Retirement Fund. Advise investment committee of public company on defined benefit pension plan investments. Help develop investment policy and asset allocation, select investment vehicles, and report on performance and policy compliance. Integrate investment approach with actuarial requirements of plan. Client since 2003. Size: about $140 million.
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“We have a strong Board with varied expertise. This is a huge advantage for our firm and “icing on the cake” when added to our excellent professional team.”– Gregory P. Althans, CPA/PFS, CFP®