Investment Strategy
and Management

Personal Financial and
Estate Planning

Other Advisory Services

Institutional Advisory

Wealth Management Team

Institutional Advisory

Foundations, endowments and pension plans rely on the performance of their diversified investment portfolios to reach their specific goals.  The experienced professionals at Cary Street Partners provide management expertise to investment committees in order to meet both the short-term and long-term objectives of our institutional clients.

We offer a comprehensive range of institutional advisory services, including:

Policy Statement Development
Developing an investment policy statement has a profound impact on an organization’s investment behavior. It provides an invaluable framework for disciplined decision-making and a road map for current and future investing. For many endowments and foundations, we also craft spending policies in line with philanthropic objectives.

Search and Selection
As part of our institutional advisory services, we conduct due diligence in the search, selection, hiring and termination of investment managers. We also oversee the performance measurement to ensure that the portfolio complies with the established policy statement.

Alternative Investment Analysis
Where suitable, we research and incorporate alternative asset classes that are aimed at providing porfolio stabilization as well as the opportunity for increased return. Our exhaustive evaluation process ensures that we structure portfolios that are consistent with the goals of our clients.

Cash Flow Analysis
Cash flow analysis involves identifying and managing the anticipated funding and distribution of assets. We also seek to incorporate in our evaluation and analysis, our experience and knowledge in dealing with the volatility of the capital markets.