Investment Advisory for Institutions
We follow a process-centric approach to institutional asset management. Barrister begins by identifying your investment objectives and measuring your risk tolerance. We’ll then develop an Investment Policy Statement outlining goals, risk tolerance, timelines, and asset allocations.
The assets are then strategically positioned in a cost-effective portfolio and diversified across asset classes and geographies. We’ll proactively monitor the market, economic dynamics, and allocations against target weights, adjusting as needed. This gives you the best opportunities to achieve sustainable asset appreciation.
Dedicated employees are your business’s greatest asset. Barrister provides financial solutions that enable you to take care of the people who take care of you.
We assist in the selection and creation of the proper retirement plan, setting up business owners and employees for long-term financial success. Whether you are interested in a SEP, SIMPLE, 401(k), or Pension, our fiduciaries can walk you through the pros and cons of each.
At Barrister, we are passionate about financial literacy. We’ll educate your staff on the importance of retirement planning and the features offered within your chosen plan.
In an effort to offer holistic solutions for businesses, we partner with specialists who provide group health, life, and disability plans.
Without the proper financial plans, organizations will struggle to become sustainable. Barrister’s fiduciaries provide financial planning services that ensure you fulfill your vision. We’ll work closely with you to create a realistic business budget, manage your money, and show how revenue or donations and grants can be used effectively.
We have helped countless organizations achieve long-term success and financial stability. We’ll guide you through knowledgeable, ethical financial guidance tailored to your needs.
Have a question? Please read our top institutional services FAQs below. Contact us today if you can’t find what you’re looking for. We’re always happy to help.
We can help your institution manage cash and endowments, along with implementing retirement and group insurance plans.
We’ll find a plan that doesn’t just treat illnesses, but promotes health and well-being. We partner with leading specialists who provide quality group health, life, and disability plans. Healthy employees are more productive and take fewer sick days, so it’s a win-win for your team and business.
We’ll educate employees about the importance of financial planning, especially retirement savings, and clearly explain what features your plan offers. As Financial Planning Practitioners and CFP® Professionals, we are uniquely positioned to accomplish this objective.
Barrister can help your nonprofit develop a business budget, prepare and file taxes, and achieve sustainable financial stability.