Service Overview

Institutional Asset Management

 

Manage Your Institutional Finances with Confidence

At Plancorp, we know that managing an endowment is a heavy responsibility. That’s why we’re here to help lighten the load. We partner with the boards of numerous foundations, private schools, and other non-profits - so we not only have the expertise but also appreciate the high expectations you face as a trustee of an institution’s endowment.

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Defined Goals

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.

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Informed Strategy

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.

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Ongoing Service

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.

The Financial Health of Your Institution

  • Client Service
  • Investment Policy Statements
  • Education
  • Investment Management
  • Reporting

Client Service

Before diving in, your Client Service Consultant will create a transition schedule to efficiently direct your onboarding experience. Your Institutional Team will help assemble the correct personnel responsible for working on your investment portfolio.

Investment Policy Statements

Your Investment Policy Statement will guide you on how you invest your entire portfolio. After working together to create it, it’ll serve as a governing document for your whole strategy.

Education

Being successful at managing someone else’s endowment means proper education on what needs to be done. Our team will train your necessary stakeholders on fiduciary issues and your institution's portfolio.

Investment Management

Managing an endowment is a big responsibility. We can help ease the burden by helping you write your Investment Policy Statement (IPS). We’ll provide you with sample documents to manage your donations, gifts, valuation, and more. We are also available to help educate your donors and board members on tax efficient strategies for gifting.

Reporting

With our institutional market reports and personalized portfolio reviews, you’ll see how your investments compares relative to your goals, relevant indices, peers, and your Investment Policy Statement. This allows you to make informed decisions on what to do next.

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Download Our Community Foundations and Charities Whitepaper to Learn About Investment Governance

Frequently Asked Questions

How is investing as a trustee different than investing as an individual?

When you invest as a trustee, you are handling someone else’s money, making you responsible for their investment’s fiscal health.

How much does the performance of your portfolio matter?

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.

What is a CEFEX-certified fiduciary and why should I use one to help manage my institutional assets?

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.

Do I need to have a background in finance to be a successful Trustee?

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.

How do you come up with your institutional investment strategies at Plancorp?

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.

What makes you different from other institutional asset managers?

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.

Should I allocate my institution's assets to different asset classes?

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.

Your Team

Not only do we have the expertise in institutional assessment management, but we also have the heart. Our team is committed to helping their communities and providing superior service both in and outside of work.

LeoHaas-7607

Leo Haas, AIF®

Advisor
CharleyMeyer-7512

Charley Meyer, AIF®

Director of Institutional Asset Management
MattBaisden-6016

Matt Baisden, CFA, QKA, AIF®

Director of Retirement Plan Advising
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Patti Jones

Client Service Consultant

Schedule a Call With a Wealth Manager to Get Started

New to Plancorp? Meet the team that will help make the most of your wealth.

Schedule Your Discovery Call

St. Louis, MO | Nashville, TN | Sarasota, FL | San Jose, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163 | info@plancorp.com

CEFEX: Centre For Fiduciary Excellence ZAG: Active Oversight / Proactive Advice

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