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Institutional Consulting Solutions for Nonprofits & 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

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
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Alternative Investments & Values-Based 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. 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.

Learn More About Our Investment Approach

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.

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