Institutional Investment Management

Our underlying goal for any individual client is to grow their capital.  This is no different with institutions.  Whether via investment price appreciation (i.e., stocks going up in price) or income (i.e., dividends), our objective is to construct investment portfolio(s) that meet your organization's specific goal.

With smaller operations, we take on a role to assist in the entire development, management, and improvement of the organization's investment program.  This includes writing the investment policy statement, establishing different portfolio(s), and managing said portfolios.

With larger organizations, where the investment program is well established, we typically enter into agreement to management a particular portion of the organization's investment portfolio with a specific goal in mind (i.e., growth via appreciation, growth via dividend income or a combination of both).