We’ll work side-by-side with you to design and establish an investment plan that supports your organization’s mission and goals. With clearly defined objectives, you’ll achieve long-term fiscal health of your organization’s assets under the scope of fiduciary best practices.
The team you’ll work with consists of expert, dedicated professionals focused exclusively on the institutional sector. With a firsthand appreciation of your role as an investment steward, you’ll receive an investment strategy that’s backed by academic-based research and personal experience.
Effective and consistent communication is the cornerstone of a successful institutional relationship. We’ll provide ongoing support by tailoring performance reviews and helping you educate your organization’s stakeholders.
When you invest as a trustee, you are handling someone else’s money, making you responsible for their investment’s fiscal health.
Performance is everything. After all, all firms report the numbers. Therefore, your institution depends on it. In addition to performance, we also believe in enhancing the process you follow.
A CEFEX-certified fiduciary is one who adheres to a rigorous set of best business practices. We’ve been CEFEX-certified since 2007. That means we’ve been acting in the best (and transparent) interest of our clients for 12 years.
No - If you don’t have a financial background, we’ll educate you every step of the way so that you can be confident you are living up to your legal fiduciary requirements as an Investment Steward.
We dedicate ourselves to conducting in-depth research. We’ve done academic-based studies of asset performance for decades through the help of research universities and renowned economists.
We believe in maintaining absolute transparency with our clients and always put their interests ahead of our own. As a client of Plancorp, you can be certain there are no hidden fees or agendas, just a life advocate who is looking out for what’s best for you and your family.
Yes - the mix of stocks, bonds, and cash in your portfolio will dictate the range of possible outcomes and your long-term investing experience. Allocation is articulated in your Investment Policy Statement and is the result of understanding your risk tolerance.