The financial challenges faced by institutions share many similarities with those of individuals, but there also some stark differences.
While looking for the prudent management of assets at Weiss & Hale, we understand the fiduciary responsibilities of trustees, management, and committees, as well as the need to balance the current institutional needs with the often perpetual nature of portfolios. At Weiss & Hale, we work with institutional clients to manage the resources entrusted to them. Our experience spans the range of qualified assets (defined contribution/defined benefit plans), endowments, foundations, and cash management.
We work with institutional clients to develop an investment policy statement, create a diversified portfolio, and to manage and monitor that portfolio. In addition, our frequent communication and reporting allow us to anticipate changes within the institution that may impact the portfolio.
Weiss & Hale offers investment management and consulting services to institutional client portfolios of $500,000 and above.
Please contact Laurence Hale regarding your institution's wealth management objectives.