Institutional Investment Services

At Fiduciary Advisors, Inc. (FAI), we understand the unique opportunities and challenges that foundations, endowments and plan sponsors face. We work with endowments and foundations to help financial leadership effectively manage their investment portfolios to align with their objectives and spending policies.

How We Add Value

We work closely with our clients to:

• Analyze, evaluate and develop solutions for your portfolio management strategy
• Design portfolios for the long term
• Develop spending and investment policy statements
• Provide rigorous investment manager selection and oversight
• Manage comprehensive administrative and record-keeping procedures
• Refine asset allocation decisions
• Develop innovative approaches to risk management
• Strengthen board governance guidelines

Discretionary Investment Management

FAI offers discretionary investment management services to endowments and foundations. Our services offered to fiduciaries include:

• Preparation of the Investment Policy Statement
• Quarterly reporting and documentation of due diligence procedures performed
• Education for trustees and other fiduciaries
• Development of new investment policies and review processes
• Review and refinement of existing investment policies
• Customized asset allocation strategies
• Thoughtful and deliberate manager selection
• Conscientious and rigorous due diligence
• Timely adjustments and proactive communication