Nonprofits are focused on executing their mission and need an investment advisor that understands and prioritizes their goals and operates within their risk tolerance guidelines.

They are also faced with navigating a variety of investment challenges, including historically low interest rates, increasingly demanding regulatory requirements, volatile economies and financial markets, and the proliferation of complex investment strategies and alternatives.

We work with our Nonprofit clients to understand their specific investment, operational, distribution, and capital preservation goals. We seek to tailor an investment solution for foundations/endowments, employee retirement plans, and operating assets that aligns with their mission.

Insurers are routinely faced with navigating a variety of investment challenges, including historically low interest rates, increasingly demanding regulatory requirements, volatile economies and financial markets, and the proliferation of complex investment strategies and alternatives.

We leverage the cumulative industry experience and insights of our team to craft tailored investment solutions that incorporate regulatory and risk constraints specific to our insurance clients.

Additionally, we offer regulatory reporting capabilities to ease our clients’ administrative burden.

Healthcare organizations face myriad challenges, including operating margin pressure, an evolving regulatory environment, and industry consolidation, which heightens the need for these organizations to balance prudent risk management with investment goals.

Given this demanding environment, we believe healthcare clients benefit from our consultative approach to defining their investment solution for a wide range of needs, including balance sheet assets, employee benefit/retirement plans, foundations, and more.

State and local governments rely on taxpayer funding for the maintenance and betterment of their communities. Many public funds also support the pensions of government employees.

Volatile financial markets, current low interest rates, and regulatory hurdles all influence public funds’ investment and operating strategies.

Our Public Funds clients not only benefit from our range of investment solutions, including Outsourced CIO and pension plan solutions, among others, but they also gain an investment advisor that often has direct experience in their particular market, due to our geographic footprint and local client service model.

Our Taft-Hartley Act clients have complex investment considerations. Many face large plan funding gaps that are exacerbated by the current low interest rate environment. Unique regulatory requirements and moderate risk tolerances also create hurdles to achieving desired investment goals.

Our Taft-Hartley solutions can play several roles for defined benefit and member annuity/savings plans. Among the many options, our solutions can help de-risk a plan’s portfolio to protect and improve funded status, generate income to pay current and future pension obligations, and/or support the glide path to full funding.