Institutional Consulting Services
Beacon Pointe is an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to institutions.
Institutional Service Offerings

Beacon Pointe consultants are proactive partners who seek to be an extension of a client’s internal staff. They are dedicated to understanding all aspects of the institution’s investment objectives, conveying knowledgeable guidance, and providing exceptional service to a wide array of clientele.  As a fiduciary, Beacon Pointe utilizes a client-focused approach to investment advice intentionally separating the key duties of consultant, custodian, and asset manager, thereby minimizing conflicts of interest and always making decisions in the best interest of clients.

Discretionary Services

Access to Beacon Pointe’s Investment Committee’s asset allocation expertise.

Fiduciary responsibility under the Investment Policy Statement.

Streamlined administrative tasks courtesy of the Beacon Pointe Operations Team.

Non-Discretionary Services

Access to Beacon Pointe’s Investment Committee’s asset allocation expertise.

Client makes all final investment decisions.

Client is responsible for all administrative responsibilities, duties and tasks.

Hybrid of Services

While Beacon Pointe consultants work with most clients in a discretionary (Outsourced CIO) advisory capacity, we do also offer a hybrid of our services. The service model utilized is entirely dependent upon the level of involvement staff and committee members find ideal, the committee’s preferred decision-making structure and investment knowledge, as well as the availability of staff and resource.

How We Work with Your Organization

Beacon Pointe’s Institutional Consulting Services Group emphasizes the importance of process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach.

High-Level Objectives

High-Level Objectives

Investment Policy Development & Review
Asset Allocation Modeling
Custodial Search & Selection
Monte Carlo Analysis

Research & Performance

Research & Performance

Manager Research/Selection
Manager Monitoring
Fee Negotiation & Expense Review
Portfolio Attribution Analysis

Support Services

Support Services

Transition Analysis/Oversight
Quarterly Consultant Meetings
Fiduciary Guidance
Extension of Staff & Back Office Operations

Value Services

Value Services

Board Engagement & Strategic Planning
Donor Development
Board, Committee, & Staff Education
Philanthropic Partnerships

Clients Served

Clients are served by a team of dedicated investment professionals who employ their industry experience, community involvement and expertise to enhance the overall service experience.

Arts & Cultural Organizations

Educational Institutions

Healthcare Organizations

Corporations & Associations

Faith-based Organizations

Non-Profit Foundations

Recent Posts
Connect with our Institutional Consulting Services Group.

We are here to be of service, guiding your organization to best achieve its desired investment goals and objectives.  If you are looking for a trusted partner, please contact us.

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