Consulting to Endowments and Foundations

 

Consulting to Endowments and Foundations

 

Integrous, through our association with Wells Fargo Advisors’ Institutional Consulting Group, offers services guiding fiduciaries. We employ a fiducially sound process that has helped institutions:

 

Develop

  1. Develop sound, effective investment strategies in the face of rapidly-changing global capital markets environments
  2. Develop sound spending policies

     

 

Hire

Hire competent, professional investment managers

 

Monitor

Monitor the progress of fund assets relative to risk-adjusted goals

 

Recommend

Recommend changes as managers evolve or goals change

 

Advise

Provide ongoing advice in the ever-changing landscape of rules and regulations affecting Fiduciaries

 

In our quickly changing landscape, where concerns regarding fiduciary obligations to qualified retirement plans, foundations and endowments seem to be ever-changing from a regulatory standpoint, we provide  a complimentary review of you current approach. We offer trustees and administrators reviews of their current situations in the areas of management, fiduciary responsibility, spending policies, and overall strategy, among other areas of responsibility. We offer unbiased opinions, Investment Policy review/development, and ongoing manager due diligence, among other important areas of ongoing need.

 

 

 

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