Having spent more than 20 years providing institutional consulting and asset management services to endowments, foundations, non-profits, municipalities, and other corporate defined benefit plans, our advisors know that every institution requires customized solutions because every institution has its own unique mission. At TrinityPoint Wealth, we make it our business to understand yours.
What are your goals, values, and guiding principles? How do you make investment decisions? Are there any ethical or philosophical considerations? These are just a few of the questions we ask in order to gain a clear understanding of your organization’s particular needs and how to best meet them.
By working with your trustees, directors, and investment committee members, we will function as your outsourced CIO and fiduciary, customizing investment solutions and providing discretionary or non-discretionary management and fiduciary oversight.
You can count on us to never lose sight of your vision or purpose.
Using our deep expertise and access to resources, research services, and a full range of investment vehicles, we’ll do everything we can to help your institution achieve its mission, now and in the years to come.
Our Asset Allocation Services
Is your asset allocation on point? Do you have investment bands in place?
Determining the optimal asset allocation is one of your board’s most important decisions, as it is arguably the key driver of your long-term investment return. Too often, however, we see a static 60% equity/40% fixed income allocation with no ranges or bands. Asset management should be uniquely tailored to your investment position and future goals.
Given that certain market conditions necessitate a more aggressive strategy, while other situations require a more defensive approach—in customizing your asset allocation to align with your objectives, we strive to put investment bands in place. We then stress test the asset allocation to help identify potential trouble spots and assist board members in acclimating to the level of risk they have chosen.
