Investment advisory services
Hardy|Reed provides a well-defined investment process for tailoring a portfolio to the specific needs of a foundation, charity or endowment. This process enables the team to:
- Establish client goals and financial objectives
- Determine asset allocation models for the portfolio
- Develop an Investment Policy Statement
- Determine investment manager search and selection criteria
- Continually assess risk and return compared to appropriate benchmarks
- Conduct performance monitoring of all managers
- Provide comprehensive performance reporting
In addition to its core investment advisory services, the team at Hardy|Reed Independent Investment Advisors provides additional services to their foundation and endowment clients, such as:
- Financial analysis
- Education on traditional and non-traditional asset classes
- Fiduciary education
- Cash flow analysis
- Planned giving consulting services
- Investment policy development
- Board training and education
Fiduciary Assessments
The Hardy|Reed team can help you fulfill your fiduciary responsibilities with confidence through the implementation of a third-party fiduciary assessment of your investment process.