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Institutional Consulting Solutions for Nonprofits and Foundations

Mission-centric advice, intended to optimize outcomes.
Beacon Pointe is an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to institutional organizations.
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Industury Recoginition

Award-Winning Excellence

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Barron’s

Top 100 Institutional Consulting Teams
2026
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mission-focused advice

Institutional Consulting Solutions

Beacon Pointe consultants are proactive partners who serve as an extension of a client’s internal staff. They are dedicated to understanding all aspects of the institution’s investment objectives, offering informed guidance, and providing exceptional service to a wide array of clients. 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 Service

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.

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How We Work with Your Organization

Beacon Pointe’s Institutional Consulting 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

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

Research and Performance

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

Support Services

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

Value Services

  • Board Engagement and Strategic Planning
  • Donor Development
  • Board, Committee and Staff Education
  • Philanthropic Partnerships
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Mission Guided Investing

Beacon Pointe Advisors has a robust arsenal of both Alternative Investments and Values-Based Investing offerings. Our Investment Research Department and institutional consultants are dedicated to understanding the goals, values, and missions of each organization we serve. These unique needs and values are as broad and as different as every unique client. Our Institutional Consulting Group has extensive depth of expertise in these areas and is well-equipped to assist institutional clientele with aligning mission-driven purposes to create customized investment portfolios to help achieve these mission-related goals.

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

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Connect with Our Institutional Consulting Group

Connect with our Institutional Consulting Group Today.

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

Insights & Updates

Frequently Asked Questions

How does Beacon Pointe help nonprofit boards fulfill their fiduciary responsibilities?

Beacon Pointe helps nonprofit boards and investment committees strengthen governance through independent fiduciary guidance, Investment Policy Statement development, portfolio oversight, performance monitoring, and ongoing education. We work as an extension of your team to support informed, disciplined investment decisions aligned with your organization’s mission.

How does Beacon Pointe select and monitor investment managers?

Beacon Pointe uses a proprietary, disciplined research process to evaluate investment managers based on factors such as investment philosophy, risk, organizational stability, and long-term performance. Managers are continuously monitored, and those that no longer meet our standards or client objectives are reviewed for potential replacement.

Can investment portfolios be aligned with an organization's mission and values?

Yes. Beacon Pointe works with organizations to build customized portfolios that align with both financial objectives and organizational missions and values. We offer experience in values-based Investing, including Environmental, Social, and Governance (ESG), Socially Responsible Investing (SRI), impact, and faith-based investment strategies, while maintaining a disciplined investment approach.

What makes Beacon Pointe different from other institutional investment consultants?

Beacon Pointe is an independent fiduciary that provides objective investment advice backed by dedicated research and an open-architecture approach. We also separate the roles of consultant, custodian, and asset manager to help minimize conflicts of interest and deliver customized investment solutions tailored to each organization’s unique goals and governance structure.