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.