Traditional Institutional Consulting Services
Objective and transparent investment consulting solutions tailored to the specific portfolio goals and long-term mission of each institutional client.
Clients Served
Arts and Cultural Organizations
Educational Institutions
Healthcare Organizations
Faith-Based Organizations
Corporations and Associations
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
Full use of Beacon Pointe’s Investment Committee’s allocation expertise
Fiduciary Responsibility following Beacon Pointes investment policy statement
Streamlined administrative tasks courtesy of the Beacon Pointe Operations Team
Non-Discretionary Services
Full use of Beacon Pointe’s Investment Committee’s allocation expertise
Client makes all final investment decisions
Client is responsible for all administrative responsibilities
Beacon Pointe’s Hybrid 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.
Investment Policy Development and Review
Asset Allocation Modeling
Custodial Search and Selection
Monte Carlo Analysis
Manager Research and Selection
Performance and Manager Monitoring
Fee Negotiation and Expense Review
Portfolio Attribution Analysis
Transition Analysis and Oversight
Quarterly Meetings with Consultant
Fiduciary Guidance
Extension of Staff and Back Office Operations
Board Engagement and Strategic Planning
Assistance with Donor Development
Board, Committee, and Staff Education
Philanthropic Partnerships
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.
Connect with our Institutional Consulting Services Team.
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.