Institutional Advisory Services

It’s about leading instead of following.

At Cary Street Partners, we first focus on preserving capital and then participating in the markets. Our Institutional Advisory Services team focuses on asset classes that we believe have untapped value and growth potential. We then diversify within those classes based on the risk profile of the client. We are a proactive “manager of managers”. We strive to anticipate the trends - which is especially important in volatile times. We strive to be leaders of investment trends instead of followers.

Led by 25-year investment industry veteran, Palmer Garson, Cary Street Partners’ Institutional Advisory Services team has access to traditional and non-traditional investment managers in a wide array of asset classes around the world. The team has a distinctive with and without discretion approach to endowment and investment management. To develop sophisticated asset allocation strategies they work closely with the Investment Strategy group, led by Chief Investment Officer, Marshall Acuff, and the company's Research group managed by Bill Akmentins. Palmer and her team also work with other senior relationship managers at Cary Street Partners and their respective institutional clients..

Our institutional clients’ assets range from $5 million to over $100 million. They include endowments, foundations, ERISA plans and family offices who seek us out for sophisticated solutions. And because we are an independent firm, our clients are assured the advice we give is always objective and based on their goals.

Our services include:

• Investment Policy Statement Development: This is the road map for current and future investing. We also craft spending policies to support philanthropic objectives for many endowments and foundations.
• Search and Selection: We conduct due diligence in the search, selection, hiring and termination of investment managers. We also oversee performance measurement to ensure that the portfolio complies with the established policy statement.
• Alternative Investment Analysis: With our manager research capabilities, we find and incorporate alternative asset classes to help achieve portfolio stabilization and growth.
• Cash Flow Analysis and Financial Management: Using various tools, our team identifies and manages the anticipated funding and distribution of assets.
• Active Portfolio Risk Management: Through our portfolio risk management process, we work to protect and enhance portfolio values based on your goals.
• Asset Allocation and Rebalancing: We constantly analyze our clients’ portfolios and work with you to re-balance your financial assets as necessary.
• Performance Monitoring: We evaluate our managers on an on-going basis to monitor fund performance.

To meet our Institutional Advisory Team, please click here.