Investment Advisory for Institutions

Maximize Your Corporate Cash or Non-Profit Endowments

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.

Protect Your Most Valuable Asset

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.

Qualified Plans

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.

Employee Education

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.

Group Insurance

In an effort to offer holistic solutions for businesses, we partner with specialists who provide group health, life, and disability plans.

Financial Planning for Non- and For-Profit Businesses

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.

Take the First Step Toward a Brighter Financial Future

Our fiduciaries are always happy to help. Reach out to us today to turn your dreams into reality.

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Institutional Services FAQs

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.

What services do you provide for businesses?

We can help your institution manage cash and endowments, along with implementing retirement and group insurance plans.

How can you help keep my employees healthy?

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.

What employee education programs do you offer?

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.

How can you help my nonprofit?

Barrister can help your nonprofit develop a business budget, prepare and file taxes, and achieve sustainable financial stability.