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The professional staff and trustees of foundations, endowments, or institutions are charged with the great responsibility of releasing investments for use today and protecting the sustainability and growth of funds for future investments. As your long-term money management partner, Hefren-Tillotson joins you in the duty of fulfilling your mission both now, and in the future.
We believe that long-term vision can be achieved when there is a commitment to a long-term plan. We begin our relationship with you by establishing and reviewing a written investment policy statement. We will assess your organization's current financial situation and help you gain consensus on goals and guidelines for the ongoing management of assets.
Then, your team of Hefren-Tillotson Financial Advisors will establish an portfolio management strategy and policy, with attention on details such as expected returns, cash inflows and outflows, risk tolerance, permitted investment classes, asset allocation restrictions, legal issues, and the roles of fiduciaries. We guide you through the selection of money managers, providing truly objective evaluations.
Once established, we continue our disciplined approach, with ongoing portfolio management and money manager monitoring and ongoing communication on progress or changes that warrant attention.
With more than 50 years of experience in developing wealth management strategies for investors, Hefren-Tillotson provides institutional clients with trusted advice based on a conservative, comprehensive, and responsible approach.
To learn more about our Money Management Services for Institutions, contact us for a no-obligation consultation today.
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