Investment Management
& Investment Committee Services
for Institutions and Non-Profits

With your fiduciary duty comes much responsibility.
Our goal is to help alleviate some of your obligations.

CONTACT US FOR MORE INFORMATION

1
Define
your goals
and objectives.

Your employees have different needs than those of other organizations. We can help you to definethe specific goals and objectives  for your organization.

2
Determine
your tolerance
for risk.

Funding and distribution levels are an imperative part of managing your organization's assets. Determing and monitoring those levels are a part of specifying your organization's risk tolerance.

3
Develop
an appropriate
asset allocation.

The primary goal of asset allocation is to provide a smoother ride through periods of volatility during normal market rotations.  Our process incorporates a diversified, yet personalized, portfolio across various asset classes.

4
Implement
your
plan.

A well-developed plan is only as good as its execution.  Our team keeps you informed as throughout the implementation process.

5
Monitor and
rebalance your
portfolio.

We monitor and make recommendations to your portfolio based upon our  research and your organization's Investment Policy Statement. Rebalancing your portfolio to your desired asset allocation ensures that your portfolio is not taking on undesired risk and that funding and distributioin levels are adequately met.

Additional Investment Management Services

  • Dedicated Point of Contact
  • Product / Manager Research and Selection
  • Risk Tolerance Review
  • Individualized Portfolio Construction
  • Investment Policy Statement Development
  • Quarterly Performance Reporting
  • Trade Execution
  • Rebalancing
  • Assistance with Cashiering Services & Account Maintenance
  • Tax Loss Harvesting

Let us help you reduce your fiduciary burden.

 

From monitoring funding and distribution levels to crafting an Investment Policy Statement, we are here to meet the individual needs of your organization. By attending your Investment Committee meetings, we are able to provide market insights, review your portfolio, and make recommendations.

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876