Institutional Asset Management & Investment Consulting
Strategic solutions for institutions
The KAR wealth management team has extensive experience in providing a full platform of institutional asset management and investment consulting services to clients such as endowments, foundations and corporate retirement plans.
Our services include:
• Investment policy statement design and implementation
• Strategic asset allocation and portfolio design
• Investment strategy and manager due diligence and selection
• Portfolio transition analysis and execution
• Portfolio trading cost analysis and oversight
KAR wealth managers are here to help with your institutional investment consulting needs. Contact us today.