Helping institutions meet their investment needs

Today’s institutions face complex investment decisions, unexpected opportunities, market volatility and unique challenges. As a result, directing your institution’s investments can be a demanding responsibility requiring specific knowledge to help ensure you are on target with your objectives and to help fulfill your mission and passion to make an impact on people’s lives.

Personalized service makes the difference

We work together with your Chief Financial Officer, board of directors and investment committees to help your team make research-driven investment decisions – by clearly understanding your goals, helping you with strategies to manage risk and focusing on your outcomes. Our team of consultants works with various types of institutions, including:

• Corporations
• Foundations and Endowments
• Nonprofit organizations
• Faith-based organizations
• Healthcare and insurance providers
• Union and Taft-Hartley funds
• Educational institutions
• Family offices

Customized strategies help meet your needs

Together we will explore the unique financial challenges your organization faces and develop a tailored investment strategy that is consistent with your culture, goals, preferences, and risk profile.
You can choose from a spectrum of potential solutions from investment consulting to client-directed implementation to fully discretionary —depending on your own resources and how much you want to delegate.
With The Armstrong Group, you get the customized service and assistance you need to navigate the financial landscape and explore opportunities that may be appropriate for your organization, including:

• Manager searches and ongoing investment due diligence
• Access to services for Investment policy statement creation and review
• Research and customized portfolio construction
• Performance measurement and diagnostic analysis
• Alternative investment research and strategies
• Investment banking and extensive capital market knowledge