Institutional Consulting

Trustees, fiduciaries and executives responsible for foundations, endowments and retirement plans are usually faced with managing a wide range of investment objectives.  Algonquin’s philosophy is to protect a substantial investment portfolio while also taking advantage of opportunities for growth when and where appropriate.

Recognizing the trustee’s fiduciary responsibility, the size of these investment portfolios and the time constraints fiduciaries face, Algonquin places a critical emphasis on transparency and risk management.  While assessing and managing risk are best practices for any well-managed organization, it is critical for the proper governance of not-for-profit and retirement plan portfolios.  Key types of risk that must be understood and addressed include those related to governance, structure and investment.  Algonquin addresses each of these types of risks in serving its Institutional Consulting clients.

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