Institutional Consulting
Areas of Service
Our consultative process is designed to create a customized investment plan based upon your organization’s objectives and values.
Construct an IPS that serves as the “roadmap” for all concerned.
Assist in constructing an asset allocation policy based upon the objectives and risk tolerance established in the IPS.
Oversee the search for a competent investment manager or passive index strategy.
Evaluate performance/ risk versus comparable benchmarks and peers.
The Fitzpatrick Group is dedicated to providing customized investment strategies to non-profit foundations, endowments, and businesses.
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