Our Institutional Investment Consulting services provide endowments, trusts, and foundations with disciplined oversight, policy development, and fiduciary guidance — ensuring long-term goals are met with clarity and confidence.
- myCIO serves as a Chief Investment Officer to Endowments, Trusts and Foundations providing Investment Policy development and oversight, Asset Allocation review and Performance Measurement Services.
- myCIO helps Fiduciaries assess whether Alternative Investments are appropriate given their goals, objectives and risk tolerance.
- We negotiate all fees and expenses using the substantial asset base as leverage to lower the overall investment management expense.
