We provide investment consulting services to institutional investors, applying our role as a fiduciary to make investment decisions that are aligned with the institution’s goals and objectives.
Investment Policy Statement Development
We develop an Investment Policy Statement that outlines the guidelines and objectives for the portfolio. This document provides a comprehensive plan for fund management, linking policy to objectives.
Asset Allocation Study
Through our asset allocation study, we determine the optimal risk versus return for the institution, maximizing returns with the lowest amount of risk. We work with the Board or Investment Committee to determine the needs, goals and objectives of the institution, aligning our best recommendations with the needs of the institution.
Quarterly Portfolio Reviews
Consistent with our overall approach to wealth management, your True North Wealth Manager will meet with your Board or Investment Committee to review your portfolio’s allocation and performance. In addition, these meetings provide a face-to-face platform for discussing any number of financial issues as they relate to the institution and portfolio.
Independence
We provide a service independent of the sale of proprietary products. This enables us to recommend investments that are based on the institution’s goals and objectives alone without hidden agendas or conflicts of interest.
Fee Transparency
Because we view transparency as an important component to wealth management, we detail all fees in a report to the Board or Investment Committee. This detailed report allows the Board or Committee to fully understand costs associated with a recommended portfolio.
