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.

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