Institutional
A proven fiduciary to drive and sustain your mission.
The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional Services provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.
A helping hand to advise and support.
However experienced a board, the extensive resources required to effectively manage an institution’s investment portfolio can make timely decision-making challenging.
We are here to help institutions and their stewards make these decisions and fulfil their fiduciary responsibilities.
With extensive experience serving organizations like yours.
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Community & Family Foundations
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Continuing Care Facilities
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Corporations
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Cultural Institutions
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Educational Institutions
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Insurance Pools
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Municipalities
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Religious Institutions
The experience of
Focus Partners Institutional
A tailored approach ...
Philosophically, we are long-term, value investors and approach each client as a unique entity; there is no single solution that suits all clients.
The essence of our process is rooted in two basic concepts: what is the institution’s return expectation and what is their risk tolerance? This information is pivotal in understanding, developing, and implementing an investment program to support the immediate and long-term needs of the institution.
… to help you stay on target and on policy.
Given their unique financial circumstances, we consider a number of factors when partnering with institutions to develop an investment policy, including investment objectives, risk tolerance, portfolio constraints and spending.
Our Institutional Team frequently reviews investment policy statements to ensure they continue to support the objectives of the institution.
Governance and education support your best interests.
We work closely with you to ensure your trustees, committee members and service providers are well-informed and working toward the same objectives. Understanding the diverse backgrounds, experiences and perspectives of institutions and their committees, we provide advice and education that is properly aligned with your organization’s best interests and needs.
Risk Management
Risk and reward are related – without risk, there is no opportunity for return. The risk tolerance for institutions varies; therefore, is important to manage portfolios that generate returns consistent with those risks.
Our goal is to craft the right long-term investment solution for your institution. We will partner with you to ensure the institution’s risk tolerance remains aligned with the portfolio’s investment objectives.
