Individuals and organizations fulfilling a role as a fiduciary have a responsibility for the governance of assets that is distinctly different from that of overseeing their own investments.  This is why our fiduciary advisory services are focused on the development of a sound investment process that is consistent with the provisions of either the Uniform Prudent Management of Institutional Funds Act (UPMIFA) or the Uniform Prudent Investor Act (UPIA).  In addition, we consider entity specific requirements and apply our processes with the highest level of best practice and ethical standards.

For our fiduciary clients, we have created a proprietary analytical platform allowing for tailored scenario modeling, unbiased historical and projected performance reviews, flexible design development of comprehensive reporting, and a delegated services selection and review process that centers on adopted investment policies and stated objectives within the trust or charter documentation. 

If on-going monitoring and review with recommendation services are desired, our quarterly fiduciary report documents a ‘test’ of policy compliance and measures the value-added to the portfolio by decisions made at the governance and delegated manager level.  This platform gathers information from multiple sources such as custodians and managers and provides meaningful data that is constructive, organized and understandable.

Our focus on “information that matters” provides fiduciaries with the assurance that they have structured and implemented a sound and prudent investment program that meets all applicable standards for the governance of deployed assets as well as affords a high probability of achieving their strategic expectations.  Our Fiduciary Advisory Services may also include our Investment Advisory Services.