Associations

We know that your association's assets are vital to its longevity. We'll work with your staff and board to design a portfolio that incorporates the appropriate asset classes and risk profile to meet your long-term goals. With an active management style, we'll deliver performance that stands the test of time.

Guided by your investment and spending policy, we leverage our proprietary asset allocation modeling to identify asset classes and a mix that is appropriate to meet the goals of your association. We'll work with you to finalize the asset allocation targets, manage a portfolio that draws on the wealth of our research, and identify the highest quality individual securities or portfolio of mutual funds that will achieve the allocation appropriate to your organization.

Here are a few examples of investment portfolios that we manage for associations:

• Pension and Retirement Plans
• Spending and Investment Policies
• Working Capital
• Endowments
• Operating Reserves