Our consulting services for institutional investors are designed to assist the trustees and investment committees of Middle Market funds in meeting their stewardship responsibilities as investment fiduciaries.
Overview
Middle Market institutional funds include foundations, endowments and pension plans with assets ranging from approximately $10 million to $150 million. These funds are controlled by investment committees, boards and trustees who accept the stewardship responsibilities and legal risks for managing someone else's money. Our consulting services are designed to provide our clients with the same investment performance and fiduciary risk management advantages enjoyed by the nation's largest institutional investors.