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
January 2022 In 1952, an economist named Harry Markowitz published research on “Portfolio Selection,” a paper that contained theories which…
A client reached out by email – paraphrasing a bit… “Dear Financial Advisor, I know that selling my investments when…
Authored by : Michael G. Dow, CAIA, CFA, CPA, Chief Investment Officer Julien R. Frazzo, Director of Risk Management and…
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.
