Many institutional clients are worried about being good stewards of the assets of their foundation or endowment:

• Do we have enough assets to sustain our spending policy?
• Do we know the risks in our portfolio?
• Do we have the best managers?
• Does our Investment Policy Statement serve as a beacon?
• How are we doing in meeting our objectives?

Moneta Group helps answer these key questions. We provide Investment Policy Statement consulting, risk analysis, portfolio construction, and manager selection and due diligence.

Often-neglected smaller institutional clients will receive a full suite of investment consulting services, including comprehensive analysis of client’s current condition and future objectives. We offer guidance and advice throughout the entire investment management process, and our advice is conflict-free.

We only act on behalf and for the benefit of the client. Our fees are at or below the competition, even some who offer less-comprehensive services, and are based on the assets of the foundation or endowment.

If you would like to learn more about our consulting services for smaller institutional clients, please contact us.