We help reduce turnover of money managers and remove the task of choosing and evaluating money managers through third-party consultants. Our indexing approach enables the client to not spend time assessing which asset class or money manager to invest in, rather holding an index of diversified asset baskets, as per individual risk parameters.
And being a registered financial fiduciary, there is no need for third-party consultants such as Wellington, Cambridge, or BNY Mellon, costly independent advisors which get paid to find money managers and guide board decisions.
Our multi-basket indexing approach permits board members to focus on grant-making, distributing funds to the nonprofits they believe in, and striving to achieve positive social impact.
Our fees range from between 0.28% to 0.48% per year–which includes quarterly advisor consultations and portfolio reviews, as well as regular reviews of the Investment Policy Statement to ensure the portfolio is in compliance with risk and suitability covenants–and if the client wishes to focus solely on Socially Responsible Investing (SRI), we utilize ETFs in the SRI space to accommodate this wish. We assist your board in designing the optimal blend of broad market ETFs as per the board’s particular mandate, and we donate 10% of our fee revenue to the 509(a)1 or 501(c)3 organization of your choice.