Institutional Consulting

Many HighTower advisors have extensive experience crafting investment solutions for non-profit institutions such as endowments and family foundations.  HighTower advisors consult with trustees regarding portfolio design, manager due diligence and performance monitoring.

Every one of our institutional clients receives customized advice based on their own distinct situations and structures.  From helping trustees understand and perform as fiduciaries to assisting in the creation of oversight documents regarding investment and spending policies, HighTower advisors are true partners.

Institutional consulting services include:

  • Investment Policy Statements
  • Spending Policy Statements
  • Portfolio Design
  • Manager Research
  • Risk Management
  • Performance Monitoring