Institutional Consulting

Services for successful foundations, corporations, complex systems, and institutions

Many institutions have significant assets that require disciplined management, including foundations, endowments, corporations, healthcare systems, and educational institutions. At Legacy Strategic Asset Management, we work directly with CEOs, CFOs, boards of directors, investment and finance committees and many others who have been entrusted with critical fiduciary responsibilities.

Our Institutional Consulting services include:

  • Fiduciary Education and Oversight
  • Investment and Spending Policy Development and Compliance
  • Custom Portfolio Construction
  • Asset Allocation Analysis and Implementation
  • Risk Posture Assessment
  • Manager Research
  • Quarterly Meeting Attendance
  • Performance Monitoring and Reporting
  • Annual Comprehensive Fee Analysis
  • Investment Manager Search and Vendor Reviews
  • Regulatory Updates
  • Trust and Custody Services
  • Benchmark Studies
  • Open Architecture Platform

Our team serves every institutional client with a team approach: two consultants, a client services representative and an analyst. There is comfort in having multiple levels of support. 

Contact us now to discover the peace of mind that comes with Legacy Strategic Asset Management.