Services: Institutions
Wealth Management for Institutions
Defined Benefit Plans
Providing a retirement benefit for your employees is a commendable yet daunting responsibility. Market volatility, persistently low interest rates, changing workforce demographics, and regulatory scrutiny all exacerbate the complexity of meeting this obligation.
Through challenging times for public and private pension plans, Beirne steadfastly partners with plan trustees, custodians, and money managers to do more than go through the motions. We help inspire confidence through:
Customization
Advisory solutions based on your unique goals and the role of your pension plan within your overall business strategy
Asset and Liability Management
Strategies to improve your funded status and minimize plan volatility.
Market Perspective
A focus on where markets are headed, rather than a reliance on past performance.
Disciplined Investment Process
An approach that combines research, access to investment solutions, and independent investment decisions.
Cost Efficiency
A structure designed to reduce — and contain — your plan expenses
Endowments and Foundations
Endowments and foundations face an array of challenges. Fundraising and pursuing your mission is demanding enough. But with the added responsibility of managing your investment portfolio against a backdrop of market volatility, economic uncertainty, and organizational constraints, trusted guidance is nothing short of imperative.
As a registered investment advisor and fiduciary with experience consulting non-profit organizations, we offer proven practices coupled with a process-driven and proactive approach:
Customization
Advisory solutions driven by an in-depth assessment of your needs and objectives.
Market Perspective
Focus on where the markets are headed rather than a reliance on past performance.
Disciplined Investment Process
An approach that combines research, access to investment solutions, and independent investment decisions.
Education
Fiduciarily committed to implementing best practices to inform important governance structure and policy decisions.
Cost Containment
Cost reviews so more funds are devoted to realizing your organization’s mission.
